Compare · 4 funds side by side · dividends reinvested

CSB, VIG, SCHD and VUG

CSBVictoryShares×VIGVanguard×SCHDSchwab×VUGVanguard×

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, VIG, SCHD and VUG, 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 · VIG 2006 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

CSB

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

CSBMeasureVIG

+17.4%Year to dateJan 1 → Nov 9+14.8%

+21.7%1 yearTotal return+17.6%

+15.1%3 years · per year$10,000 became $15,235 · $16,775+18.8%

+5.7%5 years · per year$10,000 became $13,187 · $16,638+10.7%

0.39%Expense ratio$39 · $4 a year on $10k · lower is better0.04%

3.08%Trailing 12-mo yield$308 · $146 a year on $10k1.46%

−9.5%Worst dropSmaller is better−7.9%

13.0%VolatilityLower is calmer11.0%

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

3–5VIG 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 VIG: Top 5 Holdings

Today

CSB

8.4%in top 5

VIG

in top 522.1%

CSBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common0.3%

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

CSB vs VIG Returns, Every Period

VictorySharesCSB

+5.7%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

CSBVIGFaded: behind in that period

2–2Level

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, VIG, SCHD, VUG

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, VIG, SCHD, VUG

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, VIG, SCHD, VUG

Today

26.4%most shared, VIG and VUG

CSBVIGSCHDVUG

CSB—0.3%1.5%0.0%

VIG0.3%—14.5%26.4%

SCHD1.5%14.5%—0.8%

VUG0.0%26.4%0.8%—

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