Compare · 3 funds side by side · dividends reinvested

CDC, VUG and SCHD

CDCVictoryShares×VUGVanguard×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

CDC, VUG 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%$120B1.5

VictoryShares US EQ Income Enhanced Volatility Wtd ETFIncome · Dividend stocks0.37%3.05%+20.5%+23.9%+15.9%+6.6%−7.9%11.1%$757M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: CDC 2014 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US EQ Income Enhanced Volatility Wtd ETF · $757M$13,797

CDC

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

CDCMeasureVUG

+20.5%Year to dateJan 1 → Nov 5+0.5%

+23.9%1 yearTotal return−0.6%

+15.9%3 years · per year$10,000 became $15,563 · $18,532+22.8%

+6.6%5 years · per year$10,000 became $13,797 · $16,052+9.9%

0.37%Expense ratio$37 · $3 a year on $10k · lower is better0.03%

3.05%Trailing 12-mo yield$305 · $43 a year on $10k0.43%

−7.9%Worst dropSmaller is better−15.1%

11.1%VolatilityLower is calmer19.0%

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

5–3CDC wins

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

More Ways to See the Pairs

CDC vs VUG: Top 5 Holdings

Today

CDC

8.3%in top 5

VUG

in top 545.2%

CDCStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.7%WECnot top 5

1.7%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common0.5%

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

CDC vs VUG Returns, Every Period

VictorySharesCDC

+6.6%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

CDCVUGFaded: behind in that period

2–2Level

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

CDC vs SCHD

YTD

VictorySharesCDC

+20.5%

SCHDSchwab

+32.3%

+20.5%Year to date+32.3%

−7.9%Worst drop · 1Y−6.9%

11.1%Volatility · 1Y11.7%

3.1%Yield3.0%

$757MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: CDC, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

CDC0.37%$37

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

Yields: CDC, VUG, SCHD

3.05%highest, CDC

FundTrailing yieldYield$10k

CDC3.05%$305

SCHD2.98%$298

VUG0.43%$43

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CDC$305 − $37 = $268

VUG$43 − $3 = $40

KeptFee

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

Overlap: CDC, VUG, SCHD

Today

21.9%most shared, CDC and SCHD

CDCVUGSCHD

CDC—0.5%21.9%

VUG0.5%—0.8%

SCHD21.9%0.8%—

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

CDCWorst drop−7.9%11.1% vol

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

CDCSCHD

+20.5%Year to date+32.3%

3.1%Yield3.0%

+23.9%Past year+38.7%

0.37%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026