Compare · 3 funds side by side · dividends reinvested

COPY, SCHD and VIG

COPYTweedy, Browne Co.×SCHDSchwab×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

COPY, SCHD and VIG, 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%$123B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.0

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.78%+22.6%+32.3%[…][…]−9.1%13.2%$433M2.7

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: COPY 2024 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Tweedy, Browne Insider + Value ETF · $433M[…]

COPY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

COPYMeasureSCHD

+22.6%Year to dateJan 1 → Nov 5+32.3%

+32.3%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.89%Expense ratio$89 · $6 a year on $10k · lower is better0.06%

0.78%Trailing 12-mo yield$78 · $298 a year on $10k2.98%

−9.1%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

COPY vs SCHD: Top 5 Holdings

Today

COPY

6.3%in top 5

SCHD

in top 521.7%

COPYStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.3%BME.Lnot top 5

1.3%NORION.Snot top 5

1.3%EFORnot top 5

1.2%PNDORA.Cnot top 5

1.2%WPP.Lnot top 5

Held in common2.3%

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

COPY vs SCHD Returns, Every Period

Tweedy, Browne Co.COPY

+32.3%

past year

SCHDSchwab

+38.7%

past year

COPYSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: COPY vs SCHD

YTD

Tweedy, Browne Co.COPY

+22.6%

SCHDSchwab

+32.3%

+22.6%Year to date+32.3%

−9.1%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.7%

0.8%Yield3.0%

$433MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: COPY, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

COPY0.89%$89

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

Yields: COPY, SCHD, VIG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

COPY0.78%$78

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

COPY$78 − $89 = −$11

KeptFee

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

Overlap: COPY, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

COPYSCHDVIG

COPY—2.3%1.2%

SCHD2.3%—14.5%

VIG1.2%14.5%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

COPYWorst drop−9.1%13.2% vol

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

Paid More vs Made More

YTD

SCHDCOPY

+32.3%Year to date+22.6%

3.0%Yield0.8%

+38.7%Past year+32.3%

0.06%Fee0.89%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026