Income586 funds · $1.00T
Top YTD · 20 of 586YTD
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SMDV is #95 of 586 this yearShow all 586

SCHD vs SMDV

YTD
SCHDSchwabSMDVProShares
Year to date
SCHD wins+16.6 pts
Past year
SCHD wins+19.8 pts
Fee
SCHD winslower fee
Yield
SCHD wins+0.7 pts
AUM
SCHD181.1× more
4–0SCHD wins
SCHD and SMDV · year-to-date · as of Nov 9, 2026 · AUM not scored
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SMDV vs S&P 500

3M$75.75 · +1.9% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
−5%0%−2.7%S&P 500 −2.1%Aug 11, 2026Nov 9, 2026
Return1D1M3M ▼YTD1Y3Y5YMAX
Total return+1.9%+5.1%−2.7%+16.5%+19.3%+46.1%+32.0%+146.3%
Peer average+1.6%+0.5%−1.5%+10.1%+13.5%+56.3%+50.2%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
ProShares SMDV and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
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SMDV’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%+1.4%+33.2%+39.1%$120B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%+2.4%+14.8%+17.6%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%+2.3%+15.4%+19.5%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%+1.9%+18.8%+22.9%$44.7B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+2.3%+12.1%+16.1%$37.8B
6SMDVProShares S&P SmallCap 600 Dividend Aristocrats ETFThis fund0.40%2.3%+1.9%+16.5%+19.3%$662M
#76 of 324 this year · #97 cheapest of 404 · sorted by assetsOpen the Income table →
SMDV and its peer group · total return · as of Nov 10, 2026
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Cards for This View

SMDV’s Top 10 Holdings

Today
16.0%of SMDV sits in these 10
1RHIRobert Half1.69%
2BMIBadger Meter1.68%
3TRNTrinity Industries1.63%
4HWKNHawkins1.62%
5WDFCWD-401.61%
6HMNHorace Mann Educators1.61%
7MSEXMiddlesex Water1.56%
8MGEEMge Energy1.56%
9HTOH2o America1.55%
10FCPTFour Corners Property Trust1.54%
ProShares SMDV · weight in the fund · as of Nov 9, 2026
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SCHD vs SMDV

YTD
SCHDSchwabSMDVProShares
Year to date
SCHD wins+16.6 pts
Past year
SCHD wins+19.8 pts
Fee
SCHD winslower fee
Yield
SCHD wins+0.7 pts
AUM
SCHD181.1× more
4–0SCHD wins
SCHD and SMDV · year-to-date · as of Nov 9, 2026 · AUM not scored
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SMDV vs Peer Average

YTD
SMDVAvsBPeer average
1D+1.9%+1.6%
1M+5.1%+0.5%
3M−2.7%−1.5%
YTD+16.5%+10.1%
1Y+19.3%+13.5%
3Y+46.1%+56.3%
5Y+32.0%+50.2%
4–3SMDV wins
403 Dividend stocks peers · each row scaled to its leader
@TheETFTracker·theetftracker.com