Compare · 3 funds side by side · dividends reinvested

AIVI, SCHD and VIG

AIVIWisdomTree×SCHDSchwab×VIGVanguard×
$7.5k$10k$12.5k$15k$17.5k$20kLow $7,633 · 2022AIVI$17,639SCHD$16,267VIG$16,243Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,639AIVI · best of the three
02 / 04

AIVI, SCHD and VIG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6
WisdomTree International AI Enhanced Value FundThematic · AI & semis0.58%5.01%+14.4%+22.0%+21.6%+12.0%−10.9%14.3%$58M2.0
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: AIVI 2006 · SCHD 2011 · VIG 2006
@TheETFTracker·theetftracker.com

Head to Head

5Y
WisdomTree International AI Enhanced Value Fund · $58M$17,639
AIVI
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AIVIMeasureSCHD
+14.4%Year to dateJan 1 → Nov 6+31.4%
+22.0%1 yearTotal return+37.0%
+21.6%3 years · per year$10,000 became $17,987 · $17,266+20.0%
+12.0%5 years · per year$10,000 became $17,639 · $16,267+10.2%
0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%
5.01%Trailing 12-mo yield$501 · $300 a year on $10k3.00%
−10.9%Worst dropSmaller is better−6.9%
14.3%VolatilityLower is calmer11.7%
AIVISCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

AIVI vs SCHD: Top 5 Holdings

Today
11.0%in top 5
in top 521.4%
AIVIStockSCHD
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
2.9%TTE.PAnot top 5
2.2%NAB.AXnot top 5
2.1%BATS.Lnot top 5
2.0%SHEL.Lnot top 5
1.8%O39.SInot top 5
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

AIVI vs SCHD Returns, Every Period

5Y
WisdomTreeAIVI
+12.0%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+14.4%+31.4%YTD+22.0%+37.0%1 year+21.6%+20.0%3 yrs · yr+12.0%+10.2%5 yrs · yr
AIVISCHDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Thematic vs Income: AIVI vs SCHD

YTD
WisdomTreeAIVI
+14.4%
SCHDSchwab
+31.4%
Jan 1Nov 6+14.4%+31.4%
+14.4%Year to date+31.4%
−10.9%Worst drop · 1Y−6.9%
14.3%Volatility · 1Y11.7%
5.0%Yield3.0%
$57.8MAssets$120B
3–1SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: AIVI, SCHD, VIG

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
AIVI0.58%$58
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: AIVI, SCHD, VIG

1Y
5.01%highest, AIVI
FundTrailing yieldYield$10k
AIVI5.01%$501
SCHD3.00%$300
VIG1.50%$150
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$443most kept, AIVI
AIVI$501 − $58 = $443
SCHD$300 − $6 = $294
VIG$150 − $4 = $146
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: AIVI, SCHD, VIG

Today
14.5%most shared, SCHD and VIG
AIVISCHDVIG
AIVI—0.0%0.0%
SCHD0.0%—14.5%
VIG0.0%14.5%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +37.0%AIVI +22.0%VIG +14.3%
VIGWorst drop−7.9%10.8% vol
SCHDWorst drop−6.9%11.7% vol
AIVIWorst drop−10.9%14.3% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+14.4%+31.4%
+14.4%Year to date+31.4%
5.0%Yield3.0%
+22.0%Past year+37.0%
0.58%Fee0.06%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com