Compare · 3 funds side by side · dividends reinvested

BDVL, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

BDVL, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.0

iShares Disciplined Volatility Equity Active ETFUnsorted0.40%3.47%+7.1%+9.1%[…][…]−7.7%9.2%$1.8B2.2

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

End-of-day Nov 3, 2026 · returns include dividends · since: BDVL 2017 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Disciplined Volatility Equity Active ETF · $1.8B[…]

BDVL

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

BDVLMeasureSCHD

+7.1%Year to dateJan 1 → Nov 3+32.8%

+9.1%1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

3.47%Trailing 12-mo yield$347 · $297 a year on $10k2.97%

−7.7%Worst dropSmaller is better−6.9%

9.2%VolatilityLower is calmer11.4%

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

2–4SCHD wins

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

More Ways to See the Pairs

BDVL vs SCHD: Top 5 Holdings

Today

BDVL

8.1%in top 5

SCHD

in top 521.4%

BDVLStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

1.9%ASML.ASnot top 5

1.9%MAnot top 5

1.7%MSFTnot top 5

1.3%AMZNnot top 5

1.2%PGRnot top 5

Held in common8.1%

End-of-day Nov 3, 2026 · share of each fund

BDVL vs SCHD Returns, Every Period

iSharesBDVL

+9.1%

past year

SCHDSchwab

+37.6%

past year

BDVLSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: BDVL vs SCHD

YTD

iSharesBDVL

+7.1%

SCHDSchwab

+32.8%

+7.1%Year to date+32.8%

−7.7%Worst drop · 1Y−6.9%

9.2%Volatility · 1Y11.4%

3.5%Yield3.0%

$1.8BAssets$121B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BDVL, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

BDVL0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BDVL, SCHD, VIG

3.47%highest, BDVL

FundTrailing yieldYield$10k

BDVL3.47%$347

SCHD2.97%$297

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, BDVL

BDVL$347 − $40 = $307

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BDVL, SCHD, VIG

Today

25.0%most shared, BDVL and VIG

BDVLSCHDVIG

BDVL—8.1%25.0%

SCHD8.1%—14.5%

VIG25.0%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

BDVLWorst drop−7.7%9.2% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BDVLSCHD

+7.1%Year to date+32.8%

3.5%Yield3.0%

+9.1%Past year+37.6%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026