Compare · 3 funds side by side · dividends reinvested

VIG, CGUI and SCHD

VIGVanguard×CGUICapital Group×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

Story of the three · IncomeMost incomeCGUI · 3.82% · $382 a year on $10k

Story of the three · RiskSmallest drop

VIG, CGUI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.7%[…][…]−0.2%0.9%$442M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: VIG 2006 · CGUI 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Vanguard Dividend Appreciation ETF · $109B$16,811

VIG

CGUI

Capital Group Ultra Short Income ETF · $442M[…]

$10,000 three years ago, dividends reinvested

VIGMeasure

More Ways to See the Pairs

VIG vs CGUI: Top 5 Holdings

Today

VIG

22.1%in top 5

CGUI

in top 5[…]

VIGStockCGUI

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Cost, Income and Risk

Fees: VIG, CGUI, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGUI0.18%$18

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VIG, CGUI, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CGUI

+16.0%Year to dateJan 1 → Nov 12+3.0%

+17.8%1 yearTotal return+3.7%

+18.9%3 years · per year$10,000 became $16,811 · […][…]

+10.7%5 years · per year$10,000 became $16,653 · […][…]

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

1.45%Trailing 12-mo yield$145 · $382 a year on $10k3.82%

−7.9%Worst dropSmaller is better−0.2%

11.0%VolatilityLower is calmer0.9%

VIGCGUI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

VIG vs CGUI Returns, Every Period

1Y

VanguardVIG

+17.8%

past year

CGUICapital Group

+3.7%

past year

VIGCGUIFaded: behind in that period

2–0VIG wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Bonds: VIG vs CGUI

YTD

VanguardVIG

+16.0%

CGUICapital Group

+3.0%

+16.0%Year to date+3.0%

−7.9%Worst drop · 1Y−0.2%

11.0%Volatility · 1Y0.9%

1.4%Yield3.8%

$109BAssets$442M

3–1CGUI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

SCHD2.93%$293

VIG1.45%$145

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$364most kept, CGUI

CGUI$382 − $18 = $364

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VIG, CGUI, SCHD

Today

14.5%most shared, VIG and SCHD

VIGCGUISCHD

VIG—[…]14.5%

CGUI[…]—[…]

SCHD14.5%[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

CGUIWorst drop−0.2%0.9% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CGUISCHD

+3.0%Year to date+34.6%

3.8%Yield2.9%

+3.7%Past year+39.3%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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VIG, CGUI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three