Compare · 4 funds side by side · dividends reinvested

BSJS, SCHD, VIG and BND

BSJSInvesco×SCHDSchwab×VIGVanguard×BNDVanguard×

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

02 / 04

BSJS, SCHD, VIG and BND, 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%$123B2.1

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.08%+2.9%+4.5%+8.9%+3.3%−1.6%2.6%$782M2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.9

Rank among the four1st → 4thFee, 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: BSJS 2020 · SCHD 2011 · VIG 2006 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

SCHDMeasureVIG

+32.3%Year to dateJan 1 → Nov 5+12.5%

+38.7%1 yearTotal return+15.2%

+20.3%3 years · per year$10,000 became $17,414 · $16,814+18.9%

+10.4%5 years · per year$10,000 became $16,375 · $16,331+10.3%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

2.98%Trailing 12-mo yield$298 · $149 a year on $10k1.49%

−6.9%Worst dropSmaller is better−7.9%

11.7%VolatilityLower is calmer10.8%

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

6–2SCHD wins

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

More Ways to See the Pairs

SCHD vs VIG: Top 5 Holdings

Today

SCHD

21.7%in top 5

VIG

in top 522.1%

SCHDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.7%TXNnot top 5

4.4%PGnot top 5

not top 5AVGO4.3%

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common14.5%

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

SCHD vs VIG Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

SCHDVIGFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs BSJS

YTD

SchwabSCHD

+32.3%

BSJSInvesco

+2.9%

+32.3%Year to date+2.9%

−6.9%Worst drop · 1Y−1.6%

11.7%Volatility · 1Y2.6%

3.0%Yield6.1%

$123BAssets$782M

3–1BSJS wins

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

Cost, Income and Risk

Fees: BSJS, SCHD, VIG, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

SCHD0.06%$6

BSJS0.42%$42

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

Yields: BSJS, SCHD, VIG, BND

6.08%highest, BSJS

FundTrailing yieldYield$10k

BSJS6.08%$608

BND4.12%$412

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$566most kept, BSJS

BSJS$608 − $42 = $566

BND$412 − $3 = $409

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: BSJS, SCHD, VIG, BND

Today

14.5%most shared, SCHD and VIG

BSJSSCHDVIGBND

BSJS—0.0%0.0%[…]

SCHD0.0%—14.5%[…]

VIG0.0%14.5%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

BSJSWorst drop−1.6%2.6% vol

BNDWorst drop−4.5%4.0% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

BSJSSCHD

+2.9%Year to date+32.3%

6.1%Yield3.0%

+4.5%Past year+38.7%

0.42%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

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