Compare · 3 funds side by side · dividends reinvested

BCSM, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

BCSM, SCHD and VUG, 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%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.6

Baron ETF Trust - Baron SMID Cap ETFUS Stock Styles · Mid cap0.75%0.00%+4.0%[…][…][…][…][…]$35M3.0

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: BCSM 2025 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Baron ETF Trust - Baron SMID Cap ETF · $35M[…]

BCSM

SCHD

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

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

BCSMMeasureSCHD

+4.0%Year to dateJan 1 → Nov 9+33.2%

[…]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%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–3SCHD wins

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

More Ways to See the Pairs

BCSM vs SCHD: Top 5 Holdings

Today

BCSM

15.9%in top 5

SCHD

in top 521.4%

BCSMStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.6%IOTnot top 5

3.4%RBRKnot top 5

3.0%LOARnot top 5

3.0%DDOGnot top 5

2.8%KRMNnot top 5

Held in common0.0%

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

BCSM vs SCHD Returns, Every Period

BaronBCSM

[…]

past year

SCHDSchwab

+39.1%

past year

BCSMSCHDFaded: behind in that period

0–1SCHD wins

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

Stocks vs Income: BCSM vs SCHD

YTD

BaronBCSM

+4.0%

SCHDSchwab

+33.2%

+4.0%Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.0%Yield3.0%

$35.3MAssets$120B

2–0SCHD wins

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

Cost, Income and Risk

Fees: BCSM, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

BCSM0.75%$75

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

Yields: BCSM, SCHD, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VUG0.41%$41

BCSM0.00%$0

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VUG$41 − $3 = $38

BCSM$0 − $75 = −$75

KeptFee

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

Overlap: BCSM, SCHD, VUG

Today

1.8%most shared, BCSM and VUG

BCSMSCHDVUG

BCSM—0.0%1.8%

SCHD0.0%—0.8%

VUG1.8%0.8%—

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

SCHDWorst drop−6.9%11.8% vol

VUGWorst drop−15.1%19.1% vol

BCSMWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDVUG

+33.2%Year to date+4.2%

3.0%Yield0.4%

+39.1%Past year+4.7%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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