TVAL vs SCHD5YTVALTVALAvsBSCHDSCHDT. Rowe Price Value ETF · $1.2BSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+22.4%3 years · per year$18,344 · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%0.91%12-mo yield$91 · $292 on $10k2.92%
Overlap: TVAL, SCHD, VIGToday14.5%most shared, SCHD and VIGTVALSCHDVIGTVAL—8.1%13.7%SCHD8.1%—14.5%VIG13.7%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
TVAL vs SCHD5YATVALT. Rowe Price Value[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureTVALSCHDFee0.33%0.06%Cost on $10k a year$33$6Yield0.91%2.92%5 years, per year[…]+10.4%3 years, per year+22.4%+20.2%Worst drop · 1Y−7.2%−6.9%Volatility · 1Y11.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ATVALT. Rowe Price Value ETFReadDesk0.33%0.91%+0.2%+26.1%+28.4%+22.4%new−7.2%$1.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ATVALT. Rowe Price Value ETFReadDesk0.33%0.91%+0.2%+26.1%+28.4%+22.4%new−7.2%$1.2BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$46.0BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: TVAL, SCHD, VIGToday14.5%most shared, SCHD and VIGTVALSCHDVIGTVAL—8.1%13.7%SCHD8.1%—14.5%VIG13.7%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VIG$145 − $4 = $141TVAL$91 − $33 = $58KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee