Compare · 3 funds side by side · dividends reinvested

CBOL, VIG and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

CBOL, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.0

Calamos Etf Trust - Laddered Bitcoin Structured Alt Protection ETFCrypto · Spot bitcoin0.10%1.81%−0.9%−2.4%[…][…]−4.2%3.4%$2M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CBOL 2025 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Calamos Etf Trust - Laddered Bitcoin Structured Alt Protection ETF · $2M[…]

CBOL

VIG

Vanguard Dividend Appreciation ETF · $109B$16,583

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

CBOL

More Ways to See the Pairs

CBOL vs VIG: Top 5 Holdings

Today

CBOL

99.9%in top 5

VIG

in top 522.1%

CBOLStockVIG

25.4%CBOAnot top 5

25.2%CBOYnot top 5

25.0%CBOJnot top 5

24.3%CBOOnot top 5

not top 5MSFT4.9%

Cost, Income and Risk

Fees: CBOL, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CBOL0.10%$10

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

Yields: CBOL, VIG, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

VIG

−0.9%Year to dateJan 1 → Nov 10+15.1%

−2.4%1 yearTotal return+17.8%

[…]3 years · per year$10,000 became […] · $16,696+18.6%

[…]5 years · per year$10,000 became […] · $16,583+10.6%

0.10%Expense ratio$10 · $4 a year on $10k · lower is better0.04%

1.81%Trailing 12-mo yield$181 · $146 a year on $10k1.46%

−4.2%Worst dropSmaller is better−7.9%

3.4%VolatilityLower is calmer11.0%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CBOL vs VIG Returns, Every Period

1Y

CalamosCBOL

−2.4%

past year

VIGVanguard

+17.8%

past year

CBOLVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Crypto vs Income: CBOL vs SCHD

YTD

CalamosCBOL

−0.9%

SCHDSchwab

+33.8%

−0.9%Year to date+33.8%

−4.2%Worst drop · 1Y−6.9%

3.4%Volatility · 1Y11.8%

1.8%Yield2.9%

$2.4MAssets$123B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

CBOL1.81%$181

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

CBOL$181 − $10 = $171

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CBOL, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

CBOLVIGSCHD

CBOL—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

CBOLWorst drop−4.2%3.4% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.8%Year to date+15.1%

2.9%Yield1.5%

+38.8%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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CBOL, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three