Compare · 3 funds side by side · dividends reinvested

AIYY, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

AIYY, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

YieldMax AI Option Income Strategy ETFIncome · Premium income0.99%104.65%−26.7%−33.7%[…][…]−47.6%47.6%$46M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: AIYY 2023 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AI Option Income Strategy ETF · $46M[…]

AIYY

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested

AIYYMeasureSCHD

−26.7%Year to dateJan 1 → Nov 9+33.2%

−33.7%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.99%Expense ratio$99 · $6 a year on $10k · lower is better0.06%

104.65%Trailing 12-mo yield$10,465 · $296 a year on $10k2.96%

−47.6%Worst dropSmaller is better−6.9%

47.6%VolatilityLower is calmer11.8%

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

1–5SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIYY vs SCHD: Top 5 Holdings

Today

AIYY

[…]in top 5

SCHD

in top 521.4%

AIYYStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

AIYY vs SCHD Returns, Every Period

YieldMaxAIYY

−33.7%

past year

SCHDSchwab

+39.1%

past year

AIYYSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

AIYY vs SCHD

YTD

YieldMaxAIYY

−26.7%

SCHDSchwab

+33.2%

−26.7%Year to date+33.2%

−47.6%Worst drop · 1Y−6.9%

47.6%Volatility · 1Y11.8%

104.6%Yield3.0%

$46.3MAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIYY, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

AIYY0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AIYY, VIG, SCHD

104.65%highest, AIYY

FundTrailing yieldYield$10k

AIYY104.65%$10,465

SCHD2.96%$296

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$10,366most kept, AIYY

AIYY$10,465 − $99 = $10,366

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AIYY, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

AIYYVIGSCHD

AIYY—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

AIYYWorst drop−47.6%47.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

AIYYSCHD

−26.7%Year to date+33.2%

104.6%Yield3.0%

−33.7%Past year+39.1%

0.99%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026