Compare · 3 funds side by side · dividends reinvested

CBLS, VIG and SCHD

CBLSChangebridge×VIGVanguard×SCHDSchwab×

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

02 / 04

CBLS, VIG and SCHD, 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%$123B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%+0.2%−0.8%+14.4%+1.5%−19.6%19.5%$48M3.0

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: CBLS 2020 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Clough Hedged Equity ETF · $48M$10,753

CBLS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

CBLSMeasureVIG

+0.2%Year to dateJan 1 → Nov 5+12.5%

−0.8%1 yearTotal return+15.2%

+14.4%3 years · per year$10,000 became $14,970 · $16,814+18.9%

+1.5%5 years · per year$10,000 became $10,753 · $16,331+10.3%

1.89%Expense ratio$189 · $4 a year on $10k · lower is better0.04%

0.90%Trailing 12-mo yield$90 · $149 a year on $10k1.49%

−19.6%Worst dropSmaller is better−7.9%

19.5%VolatilityLower is calmer10.8%

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

0–8VIG wins

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

More Ways to See the Pairs

CBLS vs VIG: Top 5 Holdings

Today

CBLS

12.6%in top 5

VIG

in top 522.1%

CBLSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.8%SNnot top 5

2.7%ROLnot top 5

2.4%UNHnot top 5

2.4%CMGnot top 5

2.3%SCInot top 5

Held in common8.9%

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

CBLS vs VIG Returns, Every Period

ChangebridgeCBLS

+1.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

CBLSVIGFaded: behind in that period

0–4VIG wins

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

Defined Outcome vs Income: CBLS vs SCHD

YTD

ChangebridgeCBLS

+0.2%

SCHDSchwab

+32.3%

+0.2%Year to date+32.3%

−19.6%Worst drop · 1Y−6.9%

19.5%Volatility · 1Y11.7%

0.9%Yield3.0%

$48.4MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CBLS, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CBLS1.89%$189

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

Yields: CBLS, VIG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

CBLS0.90%$90

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

CBLS$90 − $189 = −$99

KeptFee

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

Overlap: CBLS, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

CBLSVIGSCHD

CBLS—8.9%3.9%

VIG8.9%—14.5%

SCHD3.9%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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CBLSWorst drop−19.6%19.5% vol

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

Paid More vs Made More

YTD

SCHDVIG

+32.3%Year to date+12.5%

3.0%Yield1.5%

+38.7%Past year+15.2%

0.06%Fee0.04%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026