Compare · 3 funds side by side · dividends reinvested

ACEP, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

ACEP, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

ARS Core Equity Portfolio ETFUS Stock Styles · Large cap0.46%0.11%+23.6%[…][…][…][…][…]$101M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: ACEP 2025 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ARS Core Equity Portfolio ETF · $101M[…]

ACEP

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

ACEPMeasureSCHD

+23.6%Year to dateJan 1 → Nov 4+35.3%

[…]1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.46%Expense ratio$46 · $6 a year on $10k · lower is better0.06%

0.11%Trailing 12-mo yield$11 · $291 a year on $10k2.91%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.5%

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

0–3SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACEP vs SCHD: Top 5 Holdings

Today

ACEP

19.4%in top 5

SCHD

in top 521.6%

ACEPStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

4.2%CVX4.2%

not top 5COP4.1%

3.9%ACNnot top 5

3.8%PHnot top 5

3.8%TRGPnot top 5

3.7%AVGOnot top 5

Held in common21.2%

End-of-day Nov 4, 2026 · share of each fund

ACEP vs SCHD Returns, Every Period

ARSACEP

[…]

past year

SCHDSchwab

+41.6%

past year

ACEPSCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ACEP vs SCHD

YTD

ARSACEP

+23.6%

SCHDSchwab

+35.3%

+23.6%Year to date+35.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

0.1%Yield2.9%

$101MAssets$121B

2–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACEP, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

ACEP0.46%$46

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ACEP, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

ACEP0.11%$11

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

ACEP$11 − $46 = −$35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ACEP, SCHD, VIG

Today

21.2%most shared, ACEP and SCHD

ACEPSCHDVIG

ACEP—21.2%20.7%

SCHD21.2%—14.5%

VIG20.7%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

ACEPWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDACEP

+35.3%Year to date+23.6%

2.9%Yield0.1%

+41.6%Past year[…]

0.06%Fee0.46%

3–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026