Compare · 3 funds side by side · dividends reinvested

BSMR, 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

BSMR, 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

Invesco BulletShares 2027 Municipal Bond ETFBonds & Cash · Municipal0.18%2.73%+1.5%+2.0%+4.0%+0.7%−1.9%1.7%$373M2.4

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: BSMR 2019 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2027 Municipal Bond ETF · $373M$10,357

BSMR

SCHD

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

$10,000 five years ago, dividends reinvested

BSMRMeasureSCHD

+1.5%Year to dateJan 1 → Nov 3+32.8%

+2.0%1 yearTotal return+37.6%

+4.0%3 years · per year$10,000 became $11,250 · $17,784+21.2%

+0.7%5 years · per year$10,000 became $10,357 · $16,352+10.3%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

2.73%Trailing 12-mo yield$273 · $297 a year on $10k2.97%

−1.9%Worst dropSmaller is better−6.9%

1.7%VolatilityLower is calmer11.4%

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

2–6SCHD wins

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

More Ways to See the Pairs

BSMR vs SCHD: Top 5 Holdings

Today

BSMR

[…]in top 5

SCHD

in top 521.4%

BSMRStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

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

BSMR vs SCHD Returns, Every Period

InvescoBSMR

+0.7%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

BSMRSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: BSMR vs SCHD

YTD

InvescoBSMR

+1.5%

SCHDSchwab

+32.8%

+1.5%Year to date+32.8%

−1.9%Worst drop · 1Y−6.9%

1.7%Volatility · 1Y11.4%

2.7%Yield3.0%

$373MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: BSMR, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

BSMR0.18%$18

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

Yields: BSMR, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

BSMR2.73%$273

VIG1.47%$147

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

BSMR$273 − $18 = $255

VIG$147 − $4 = $143

KeptFee

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

Overlap: BSMR, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

BSMRSCHDVIG

BSMR—[…][…]

SCHD[…]—14.5%

VIG[…]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

BSMRWorst drop−1.9%1.7% 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

SCHDVIG

+32.8%Year to date+14.0%

3.0%Yield1.5%

+37.6%Past year+15.9%

0.06%Fee0.04%

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