Compare · 3 funds side by side · dividends reinvested

BSMC, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

BSMC, 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%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.9

Brandes U.S. Small-Mid Cap Value ETFUS Stock Styles · Mid cap0.70%0.94%+17.9%+22.6%+19.9%[…]−9.0%14.0%$178M2.7

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: BSMC 2023 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Brandes U.S. Small-Mid Cap Value ETF · $178M[…]

BSMC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

BSMCMeasureSCHD

+17.9%Year to dateJan 1 → Nov 4+35.3%

+22.6%1 yearTotal return+41.6%

+19.9%3 years · per year$10,000 became $17,257 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

0.94%Trailing 12-mo yield$94 · $291 a year on $10k2.91%

−9.0%Worst dropSmaller is better−6.9%

14.0%VolatilityLower is calmer11.5%

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

0–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSMC vs SCHD: Top 5 Holdings

Today

BSMC

14.3%in top 5

SCHD

in top 521.6%

BSMCStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.1%IFFnot top 5

3.0%DOXnot top 5

2.8%0I8F.Lnot top 5

2.7%EPAMnot top 5

2.7%INVXnot top 5

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

BSMC vs SCHD Returns, Every Period

BrandesBSMC

+22.6%

past year

SCHDSchwab

+41.6%

past year

BSMCSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BSMC vs SCHD

YTD

BrandesBSMC

+17.9%

SCHDSchwab

+35.3%

+17.9%Year to date+35.3%

−9.0%Worst drop · 1Y−6.9%

14.0%Volatility · 1Y11.5%

0.9%Yield2.9%

$178MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSMC, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

BSMC0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BSMC, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

BSMC0.94%$94

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

BSMC$94 − $70 = $24

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BSMC, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

BSMCSCHDVIG

BSMC—0.2%0.3%

SCHD0.2%—14.5%

VIG0.3%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

BSMCWorst drop−9.0%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBSMC

+35.3%Year to date+17.9%

2.9%Yield0.9%

+41.6%Past year+22.6%

0.06%Fee0.70%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026