Compare · 3 funds side by side · dividends reinvested

BSJW, 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

BSJW, 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%$120B1.6

Invesco BulletShares 2032 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.83%+0.2%+2.3%[…][…]−3.7%4.5%$54M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

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: BSJW 2024 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2032 High Yield Corporate Bond ETF · $54M[…]

BSJW

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

BSJWMeasureSCHD

+0.2%Year to dateJan 1 → Nov 5+32.3%

+2.3%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.42%Expense ratio$42 · $6 a year on $10k · lower is better0.06%

6.83%Trailing 12-mo yield$683 · $298 a year on $10k2.98%

−3.7%Worst dropSmaller is better−6.9%

4.5%VolatilityLower is calmer11.7%

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

3–3Level

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

More Ways to See the Pairs

BSJW vs SCHD: Top 5 Holdings

Today

BSJW

0.2%in top 5

SCHD

in top 521.7%

BSJWStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.2%AGPXXnot top 5

Held in common0.0%

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

BSJW vs SCHD Returns, Every Period

InvescoBSJW

+2.3%

past year

SCHDSchwab

+38.7%

past year

BSJWSCHDFaded: behind in that period

0–2SCHD wins

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

Bonds vs Income: BSJW vs SCHD

YTD

InvescoBSJW

+0.2%

SCHDSchwab

+32.3%

+0.2%Year to date+32.3%

−3.7%Worst drop · 1Y−6.9%

4.5%Volatility · 1Y11.7%

6.8%Yield3.0%

$53.8MAssets$120B

3–1BSJW wins

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

Cost, Income and Risk

Fees: BSJW, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

BSJW0.42%$42

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

Yields: BSJW, SCHD, VIG

6.83%highest, BSJW

FundTrailing yieldYield$10k

BSJW6.83%$683

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$641most kept, BSJW

BSJW$683 − $42 = $641

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: BSJW, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

BSJWSCHDVIG

BSJW—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%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

BSJWWorst drop−3.7%4.5% 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

BSJWSCHD

+0.2%Year to date+32.3%

6.8%Yield3.0%

+2.3%Past year+38.7%

0.42%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%

$44.9BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026