Compare · 3 funds side by side · dividends reinvested

CDL, SCHB and VUG

CDLVictoryShares×SCHBSchwab×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,348SCHB · best of the three

02 / 04

CDL, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.00%+22.2%+25.6%+20.3%+10.8%−7.9%11.0%$408M1.8

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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: CDL 2015 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408M$16,332

CDL

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

CDLMeasureSCHB

+22.2%Year to dateJan 1 → Nov 5+13.3%

+25.6%1 yearTotal return+13.3%

+20.3%3 years · per year$10,000 became $17,409 · $19,056+24.0%

+10.8%5 years · per year$10,000 became $16,692 · $17,270+11.5%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

3.00%Trailing 12-mo yield$300 · $104 a year on $10k1.04%

−7.9%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.1%

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

5–3CDL wins

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

More Ways to See the Pairs

CDL vs SCHB: Top 5 Holdings

Today

CDL

8.3%in top 5

SCHB

in top 524.8%

CDLStockSCHB

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

not top 5AMZN3.5%

not top 5GOOGL2.3%

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 common10.4%

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

CDL vs SCHB Returns, Every Period

VictorySharesCDL

+10.8%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

CDLSCHBFaded: behind in that period

2–2Level

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

CDL vs SCHB

YTD

VictorySharesCDL

+22.2%

SCHBSchwab

+13.3%

+22.2%Year to date+13.3%

−7.9%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.1%

3.0%Yield1.0%

$408MAssets$44.9B

4–0CDL wins

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

Cost, Income and Risk

Fees: CDL, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

CDL0.38%$38

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

Yields: CDL, SCHB, VUG

3.00%highest, CDL

FundTrailing yieldYield$10k

CDL3.00%$300

SCHB1.04%$104

VUG0.40%$40

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

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

SCHB$104 − $3 = $101

VUG$40 − $3 = $37

KeptFee

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

Overlap: CDL, SCHB, VUG

Today

50.6%most shared, SCHB and VUG

CDLSCHBVUG

CDL—10.4%0.5%

SCHB10.4%—50.6%

VUG0.5%50.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.6%CDL, at 11.0% volatility

CDLWorst drop−7.9%11.0% vol

SCHBWorst drop−8.9%13.1% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

CDLSCHB

+22.2%Year to date+13.3%

3.0%Yield1.0%

+25.6%Past year+13.3%

0.38%Fee0.03%

3–1CDL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026