Compare · 4 funds side by side · dividends reinvested

CHAT, SCHD, DRAM and VIG

CHATRoundhill×SCHDSchwab×DRAMRoundhill×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

CHAT, SCHD, DRAM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.36%+21.0%+16.5%+39.6%[…]−37.3%44.3%$1.4B2.6

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CHAT 2023 · SCHD 2011 · DRAM 2026 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Generative AI & Technology ETF · $1.4B[…]

CHAT

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

CHATMeasureSCHD

+21.0%Year to dateJan 1 → Nov 9+33.2%

+16.5%1 yearTotal return+39.1%

+39.6%3 years · per year$10,000 became $27,201 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

2.36%Trailing 12-mo yield$236 · $296 a year on $10k2.96%

−37.3%Worst dropSmaller is better−6.9%

44.3%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHAT vs SCHD: Top 5 Holdings

Today

CHAT

31.5%in top 5

SCHD

in top 521.4%

CHATStockSCHD

8.0%NVDAnot top 5

6.7%GOOGLnot top 5

6.3%MSFTnot top 5

5.7%AMZNnot top 5

4.8%METAnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CHAT vs SCHD Returns, Every Period

RoundhillCHAT

+16.5%

past year

SCHDSchwab

+39.1%

past year

CHATSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CHAT vs SCHD

YTD

RoundhillCHAT

+21.0%

SCHDSchwab

+33.2%

+21.0%Year to date+33.2%

−37.3%Worst drop · 1Y−6.9%

44.3%Volatility · 1Y11.8%

2.4%Yield3.0%

$1.4BAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHAT, SCHD, DRAM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DRAM0.65%$65

CHAT0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CHAT, SCHD, DRAM, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CHAT2.36%$236

VIG1.46%$146

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CHAT$236 − $75 = $161

VIG$146 − $4 = $142

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CHAT, SCHD, DRAM, VIG

Today

14.5%most shared, SCHD and VIG

CHATSCHDDRAMVIG

CHAT—0.0%8.6%7.8%

SCHD0.0%—0.0%14.5%

DRAM8.6%0.0%—0.0%

VIG7.8%14.5%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

CHATWorst drop−37.3%44.3% vol

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCHAT

+33.2%Year to date+21.0%

3.0%Yield2.4%

+39.1%Past year+16.5%

0.06%Fee0.75%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026