Compare · 3 funds side by side · dividends reinvested

BOCT, SCHD and VIG

BOCTInnovator×SCHDSchwab×VIGVanguard×
$7.5k$10k$12.5k$15k$17.5kLow $8,529 · 2022VIG$17,005SCHD$16,881BOCT$16,400Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three
02 / 04

BOCT, SCHD and VIG, 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%$121B1.6
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9
Innovator U.S. Equity Buffer ETFDefined Outcome · Buffer0.79%0.00%+12.1%+13.2%+16.8%+10.4%−6.1%8.4%$357M2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: BOCT 2018 · SCHD 2011 · VIG 2006
@TheETFTracker·theetftracker.com

Head to Head

5Y
Innovator U.S. Equity Buffer ETF · $357M$16,400
BOCT
SCHD
Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

BOCTMeasureSCHD
+12.1%Year to dateJan 1 → Nov 4+35.3%
+13.2%1 yearTotal return+41.6%
+16.8%3 years · per year$10,000 became $15,915 · $17,908+21.4%
+10.4%5 years · per year$10,000 became $16,400 · $16,881+11.0%
0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%
0.00%Trailing 12-mo yield$0 · $291 a year on $10k2.91%
−6.1%Worst dropSmaller is better−6.9%
8.4%VolatilityLower is calmer11.5%
BOCTSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

BOCT vs SCHD: Top 5 Holdings

Today
26.8%in top 5
in top 521.6%
BOCTStockSCHD
7.5%NVDAnot top 5
7.3%AAPLnot top 5
5.8%MSFTnot top 5
not top 5TXN4.8%
not top 5PG4.3%
not top 5KO4.2%
not top 5CVX4.2%
not top 5COP4.1%
3.7%AMZNnot top 5
2.5%GOOGLnot top 5
Held in common8.3%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

BOCT vs SCHD Returns, Every Period

5Y
InnovatorBOCT
+10.4%
5 years, per year
SCHDSchwab
+11.0%
5 years, per year
0%+10%+20%+30%+40%+50%+12.1%+35.3%YTD+13.2%+41.6%1 year+16.8%+21.4%3 yrs · yr+10.4%+11.0%5 yrs · yr
BOCTSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Defined Outcome vs Income: BOCT vs SCHD

YTD
InnovatorBOCT
+12.1%
SCHDSchwab
+35.3%
Jan 1Nov 4+12.1%+35.3%
+12.1%Year to date+35.3%
−6.1%Worst drop · 1Y−6.9%
8.4%Volatility · 1Y11.5%
0.0%Yield2.9%
$357MAssets$121B
2–2level
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: BOCT, SCHD, VIG

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
BOCT0.79%$79
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: BOCT, SCHD, VIG

1Y
2.91%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.91%$291
VIG1.44%$144
BOCT0.00%$0
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$285most kept, SCHD
SCHD$291 − $6 = $285
VIG$144 − $4 = $140
BOCT$0 − $79 = −$79
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: BOCT, SCHD, VIG

Today
41.9%most shared, BOCT and VIG
BOCTSCHDVIG
BOCT—8.3%41.9%
SCHD8.3%—14.5%
VIG41.9%14.5%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+41.6%SCHD, at 11.5% volatility
0%+20%+40%+60%5%7.5%10%12.5%Volatility · 1 year → bumpierSCHD +41.6%VIG +18.9%BOCT +13.2%
BOCTWorst drop−6.1%8.4% vol
VIGWorst drop−7.9%10.2% vol
SCHDWorst drop−6.9%11.5% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
+41.6%Past year+18.9%
0.06%Fee0.04%
3–1SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

DGRO vs VIG

YTD
iSharesDGRO
+20.6%
VIGVanguard
+16.4%
Jan 1Nov 4+20.6%+16.4%
+20.6%Year to date+16.4%
1.8%Yield1.4%
$45.1BAssets$109B
2–0DGRO wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$41.8BAssets$46.0B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$185BAssets$798B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com