Compare · 3 funds side by side · dividends reinvested

CDC, SCHD and VIG

CDCVictoryShares×SCHDSchwab×VIGVanguard×

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

02 / 04

CDC, 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%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.00%+22.4%+25.7%+16.5%+7.1%−7.9%11.0%$744M2.3

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: CDC 2014 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $744M$14,118

CDC

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 11.5% in common

CDCMeasureVIG

+22.4%Year to dateJan 1 → Nov 4+16.4%

+25.7%1 yearTotal return+18.9%

+16.5%3 years · per year$10,000 became $15,832 · $17,533+20.6%

+7.1%5 years · per year$10,000 became $14,118 · $17,005+11.2%

0.37%Expense ratio$37 · $4 a year on $10k · lower is better0.04%

3.00%Trailing 12-mo yield$300 · $144 a year on $10k1.44%

−7.9%Worst dropSmaller is better−7.9%

11.0%VolatilityLower is calmer10.2%

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

3–4VIG wins

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

More Ways to See the Pairs

CDC vs VIG: Top 5 Holdings

Today

CDC

8.2%in top 5

VIG

in top 522.1%

CDCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.7%WECnot top 5

1.6%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common11.5%

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

CDC vs VIG Returns, Every Period

VictorySharesCDC

+7.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

CDCVIGFaded: behind in that period

2–2Level

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

CDC vs SCHD

YTD

VictorySharesCDC

+22.4%

SCHDSchwab

+35.3%

+22.4%Year to date+35.3%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.5%

3.0%Yield2.9%

$744MAssets$123B

2–2level

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

Cost, Income and Risk

Fees: CDC, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CDC0.37%$37

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

Yields: CDC, SCHD, VIG

3.00%highest, CDC

FundTrailing yieldYield$10k

CDC3.00%$300

SCHD2.91%$291

VIG1.44%$144

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CDC$300 − $37 = $263

VIG$144 − $4 = $140

KeptFee

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

Overlap: CDC, SCHD, VIG

Today

21.9%most shared, CDC and SCHD

CDCSCHDVIG

CDC—21.9%11.5%

SCHD21.9%—14.5%

VIG11.5%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

CDCWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

CDCSCHD

+22.4%Year to date+35.3%

3.0%Yield2.9%

+25.7%Past year+41.6%

0.37%Fee0.06%

3–1SCHD 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