Compare · 3 funds side by side · dividends reinvested

CHGX, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

CHGX, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

Stance Sustainable Beta ETFUnsorted0.49%0.57%+18.0%+18.2%+4.2%−0.7%−8.5%15.7%$173M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: CHGX 2017 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Stance Sustainable Beta ETF · $173M$9,677

CHGX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 13.7% in common

CHGXMeasureSCHD

+18.0%Year to dateJan 1 → Nov 6+31.4%

+18.2%1 yearTotal return+37.0%

+4.2%3 years · per year$10,000 became $11,312 · $17,266+20.0%

−0.7%5 years · per year$10,000 became $9,677 · $16,267+10.2%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

0.57%Trailing 12-mo yield$57 · $300 a year on $10k3.00%

−8.5%Worst dropSmaller is better−6.9%

15.7%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHGX vs SCHD: Top 5 Holdings

Today

CHGX

6.8%in top 5

SCHD

in top 521.4%

CHGXStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.5%ACNnot top 5

1.4%SNnot top 5

1.3%ISRGnot top 5

1.3%ADSKnot top 5

1.3%ROPnot top 5

Held in common13.7%

End-of-day Nov 6, 2026 · share of each fund

CHGX vs SCHD Returns, Every Period

StanceCHGX

−0.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

CHGXSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: CHGX vs SCHD

YTD

StanceCHGX

+18.0%

SCHDSchwab

+31.4%

+18.0%Year to date+31.4%

−8.5%Worst drop · 1Y−6.9%

15.7%Volatility · 1Y11.7%

0.6%Yield3.0%

$173MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHGX, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CHGX0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CHGX, SCHD, VIG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

CHGX0.57%$57

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CHGX$57 − $49 = $8

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CHGX, SCHD, VIG

Today

20.7%most shared, CHGX and VIG

CHGXSCHDVIG

CHGX—13.7%20.7%

SCHD13.7%—14.5%

VIG20.7%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

CHGXWorst drop−8.5%15.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCHGX

+31.4%Year to date+18.0%

3.0%Yield0.6%

+37.0%Past year+18.2%

0.06%Fee0.49%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026