Compare · 4 funds side by side · dividends reinvested

ASHR, VIG, SMH and SCHD

ASHRXtrackers×VIGVanguard×SMHVanEck×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

ASHR, VIG, SMH and SCHD, 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%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B2.5

Xtrackers Harvest CSI 300 China A-Shares ETFThematic · China0.65%2.45%−5.7%−3.9%+9.5%−2.8%−19.5%18.2%$1.3B3.5

Rank among the four1st → 4thFee, 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: ASHR 2013 · VIG 2006 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Harvest CSI 300 China A-Shares ETF · $1.3B$8,513

ASHR

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

ASHRMeasureVIG

−5.7%Year to dateJan 1 → Nov 5+16.4%

−3.9%1 yearTotal return+18.9%

+9.5%3 years · per year$10,000 became $13,131 · $17,533+20.6%

−2.8%5 years · per year$10,000 became $8,661 · $17,005+11.2%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

2.45%Trailing 12-mo yield$245 · $144 a year on $10k1.44%

−19.5%Worst dropSmaller is better−7.9%

18.2%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

ASHR vs VIG: Top 5 Holdings

Today

ASHR

14.1%in top 5

VIG

in top 522.1%

ASHRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.9%600519.Snot top 5

2.9%300750.Snot top 5

2.6%300308.Snot top 5

2.5%601318.Snot top 5

2.3%600036.Snot top 5

Held in common0.0%

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

ASHR vs VIG Returns, Every Period

XtrackersASHR

−2.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

ASHRVIGFaded: behind in that period

0–4VIG wins

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

Thematic vs Income: ASHR vs SCHD

YTD

XtrackersASHR

−5.7%

SCHDSchwab

+35.3%

−5.7%Year to date+35.3%

−19.5%Worst drop · 1Y−6.9%

18.2%Volatility · 1Y11.5%

2.4%Yield2.9%

$1.3BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ASHR, VIG, SMH, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

ASHR0.65%$65

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

Yields: ASHR, VIG, SMH, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ASHR2.45%$245

VIG1.44%$144

SMH0.22%$22

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ASHR$245 − $65 = $180

VIG$144 − $4 = $140

SMH$22 − $35 = −$13

KeptFee

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

Overlap: ASHR, VIG, SMH, SCHD

Today

14.5%most shared, VIG and SCHD

ASHRVIGSMHSCHD

ASHR—0.0%0.0%0.0%

VIG0.0%—10.3%14.5%

SMH0.0%10.3%—8.6%

SCHD0.0%14.5%8.6%—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

ASHRWorst drop−19.5%18.2% vol

SMHWorst drop−24.6%41.2% vol

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

Paid More vs Made More

YTD

SCHDSMH

+35.3%Year to date+40.0%

2.9%Yield0.2%

+41.6%Past year+38.2%

0.06%Fee0.35%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026