Compare · 3 funds side by side · dividends reinvested

BDCZ, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

BDCZ, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

ETRACS MarketVector Business Development Companies Liquid Index ETNUnsorted0.85%11.58%−2.0%+0.1%+5.4%+3.7%−14.7%23.0%$11M2.8

Rank among the three1st → 3rdFee, 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: BDCZ 2015 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS MarketVector Business Development Companies Liquid Index ETN · $11M$12,015

BDCZ

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

BDCZMeasureSCHD

−2.0%Year to dateJan 1 → Nov 5+32.3%

+0.1%1 yearTotal return+38.7%

+5.4%3 years · per year$10,000 became $11,700 · $17,414+20.3%

+3.7%5 years · per year$10,000 became $12,015 · $16,375+10.4%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

11.58%Trailing 12-mo yield$1,158 · $298 a year on $10k2.98%

−14.7%Worst dropSmaller is better−6.9%

23.0%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

BDCZ vs SCHD: Top 5 Holdings

Today

BDCZ

[…]in top 5

SCHD

in top 521.7%

BDCZStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

BDCZ vs SCHD Returns, Every Period

ETRACSBDCZ

+3.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

BDCZSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: BDCZ vs SCHD

YTD

ETRACSBDCZ

−2.0%

SCHDSchwab

+32.3%

−2.0%Year to date+32.3%

−14.7%Worst drop · 1Y−6.9%

23.0%Volatility · 1Y11.7%

11.6%Yield3.0%

$11.0MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: BDCZ, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

BDCZ0.85%$85

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

Yields: BDCZ, SCHD, VIG

11.58%highest, BDCZ

FundTrailing yieldYield$10k

BDCZ11.58%$1,158

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$1,073most kept, BDCZ

BDCZ$1,158 − $85 = $1,073

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: BDCZ, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

BDCZSCHDVIG

BDCZ—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

BDCZWorst drop−14.7%23.0% vol

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

Paid More vs Made More

YTD

BDCZSCHD

−2.0%Year to date+32.3%

11.6%Yield3.0%

+0.1%Past year+38.7%

0.85%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026