Compare · 4 funds side by side · dividends reinvested

CSB, SCHD, VUG and VIG

CSBVictoryShares×SCHDSchwab×VUGVanguard×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

CSB, SCHD, VUG 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%$122B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.08%+17.4%+21.7%+15.1%+5.7%−9.5%13.0%$244M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

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: CSB 2015 · SCHD 2011 · VUG 2004 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244M$13,187

CSB

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

CSBMeasureSCHD

+17.4%Year to dateJan 1 → Nov 9+33.2%

+21.7%1 yearTotal return+39.1%

+15.1%3 years · per year$10,000 became $15,235 · $17,123+19.6%

+5.7%5 years · per year$10,000 became $13,187 · $16,459+10.5%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

3.08%Trailing 12-mo yield$308 · $296 a year on $10k2.96%

−9.5%Worst dropSmaller is better−6.9%

13.0%VolatilityLower is calmer11.8%

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

1–7SCHD wins

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

More Ways to See the Pairs

CSB vs SCHD: Top 5 Holdings

Today

CSB

8.4%in top 5

SCHD

in top 521.4%

CSBStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.7%SWXnot top 5

1.7%IDAnot top 5

1.7%SRnot top 5

1.7%AVAnot top 5

1.7%OGSnot top 5

Held in common1.5%

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

CSB vs SCHD Returns, Every Period

VictorySharesCSB

+5.7%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

CSBSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: CSB vs SCHD

YTD

VictorySharesCSB

+17.4%

SCHDSchwab

+33.2%

+17.4%Year to date+33.2%

−9.5%Worst drop · 1Y−6.9%

13.0%Volatility · 1Y11.8%

3.1%Yield3.0%

$244MAssets$122B

3–1SCHD wins

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

Cost, Income and Risk

Fees: CSB, SCHD, VUG, VIG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

CSB0.39%$39

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

Yields: CSB, SCHD, VUG, VIG

3.08%highest, CSB

FundTrailing yieldYield$10k

CSB3.08%$308

SCHD2.96%$296

VIG1.46%$146

VUG0.41%$41

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CSB$308 − $39 = $269

VIG$146 − $4 = $142

VUG$41 − $3 = $38

KeptFee

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

Overlap: CSB, SCHD, VUG, VIG

Today

26.4%most shared, VUG and VIG

CSBSCHDVUGVIG

CSB—1.5%0.0%0.3%

SCHD1.5%—0.8%14.5%

VUG0.0%0.8%—26.4%

VIG0.3%14.5%26.4%—

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

CSBWorst drop−9.5%13.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

CSBSCHD

+17.4%Year to date+33.2%

3.1%Yield3.0%

+21.7%Past year+39.1%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

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