Compare · 4 funds side by side · dividends reinvested

ATCL, SCHD, IVV and VIG

ATCLRexshares×SCHDSchwab×IVViShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

ATCL, SCHD, IVV 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%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.4

REX Autocallable Income ETFIncome · Dividend stocks0.65%9.87%[…][…][…][…][…][…]$44M2.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ATCL 2026 · SCHD 2011 · IVV 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

REX Autocallable Income ETF · $44M[…]

ATCL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

ATCLMeasureSCHD

[…]Year to dateJan 1 → Nov 6+31.4%

[…]1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

9.87%Trailing 12-mo yield$987 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ATCL vs SCHD: Top 5 Holdings

Today

ATCL

[…]in top 5

SCHD

in top 521.4%

ATCLStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

ATCL vs SCHD Returns, Every Period

RexsharesATCL

[…]

past year

SCHDSchwab

+37.0%

past year

Returns […]

ATCLSCHDFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ATCL vs SCHD

YTD

RexsharesATCL

[…]

SCHDSchwab

+31.4%

[…]Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

9.9%Yield3.0%

$43.9MAssets$120B

1–0ATCL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ATCL, SCHD, IVV, VIG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

SCHD0.06%$6

ATCL0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ATCL, SCHD, IVV, VIG

9.87%highest, ATCL

FundTrailing yieldYield$10k

ATCL9.87%$987

SCHD3.00%$300

VIG1.50%$150

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$922most kept, ATCL

ATCL$987 − $65 = $922

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ATCL, SCHD, IVV, VIG

Today

42.8%most shared, IVV and VIG

ATCLSCHDIVVVIG

ATCL—[…][…][…]

SCHD[…]—8.7%14.5%

IVV[…]8.7%—42.8%

VIG[…]14.5%42.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

IVVWorst drop−8.9%13.6% vol

ATCLWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ATCLSCHD

[…]Year to date+31.4%

9.9%Yield3.0%

[…]Past year+37.0%

0.65%Fee0.06%

1–1level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026