USMV vs SCHD5YUSMVUSMVAvsBSCHDSCHDiShares MSCI USA Min Vol Factor ETF · $24.5BSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+13.9%3 years · per year$14,788 · $17,257+19.9%+7.6%5 years · per year$14,429 · $16,429+10.4%Cost and income0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%1.36%12-mo yield$136 · $293 on $10k
Overlap: USMV, SCHD, VUGToday21.5%most shared, USMV and VUGUSMVSCHDVUGUSMV—12.0%21.5%SCHD12.0%—0.8%VUG21.5%0.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
USMV vs SCHD5YAUSMViShares MSCI USA Min Vol Factor$14,429vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3AUSMViShares MSCI USA Min Vol Factor ETFReadDesk0.15%1.36%−0.2%+11.6%+11.9%+13.9%+7.6%−6.5%$24.5BEnd-of-day Nov 12, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3AUSMViShares MSCI USA Min Vol Factor ETFReadDesk0.15%1.36%−0.2%+11.6%+11.9%+13.9%+7.6%−6.5%$24.5BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: USMV, SCHD, VUGToday21.5%most shared, USMV and VUGUSMVSCHDVUGUSMV—12.0%21.5%SCHD12.0%—0.8%VUG21.5%0.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287USMV$136 − $15 = $121VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee