Compare · 3 funds side by side · dividends reinvested

ACEP, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

ACEP, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

ARS Core Equity Portfolio ETFUS Stock Styles · Large cap0.46%0.11%+19.0%[…][…][…][…][…]$98M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: ACEP 2025 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ARS Core Equity Portfolio ETF · $98M[…]

ACEP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

ACEPMeasureSCHD

+19.0%Year to dateJan 1 → Nov 5+32.3%

[…]1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

0.11%Trailing 12-mo yield$11 · $298 a year on $10k2.98%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–3SCHD wins

End-of-day Nov 5, 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

19.1%in top 5

SCHD

in top 521.7%

ACEPStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%ACNnot top 5

4.0%CVXnot top 5

3.8%JPMnot top 5

3.7%Bnot top 5

3.6%PHnot top 5

Held in common21.3%

End-of-day Nov 5, 2026 · share of each fund

ACEP vs SCHD Returns, Every Period

ARSACEP

[…]

past year

SCHDSchwab

+38.7%

past year

ACEPSCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ACEP vs SCHD

YTD

ARSACEP

+19.0%

SCHDSchwab

+32.3%

+19.0%Year to date+32.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

0.1%Yield3.0%

$98.1MAssets$120B

2–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACEP, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

ACEP0.46%$46

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ACEP, SCHD, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VUG0.43%$43

ACEP0.11%$11

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

ACEP$11 − $46 = −$35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ACEP, SCHD, VUG

Today

21.3%most shared, ACEP and SCHD

ACEPSCHDVUG

ACEP—21.3%8.3%

SCHD21.3%—0.8%

VUG8.3%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

ACEPWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDACEP

+32.3%Year to date+19.0%

3.0%Yield0.1%

+38.7%Past year[…]

0.06%Fee0.46%

3–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026