Compare · 4 funds side by side · dividends reinvested

CSD, VIG, VUG and SCHD

CSDInvesco×VIGVanguard×VUGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,191CSD · best of the four

02 / 04

CSD, VIG, VUG and SCHD, 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%$120B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.4%+37.4%+33.4%+15.1%−17.6%25.7%$204M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

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: CSD 2006 · VIG 2006 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $204M$20,191

CSD

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

CSDMeasureVIG

+30.4%Year to dateJan 1 → Nov 9+14.8%

+37.4%1 yearTotal return+17.6%

+33.4%3 years · per year$10,000 became $23,737 · $16,775+18.8%

+15.1%5 years · per year$10,000 became $20,191 · $16,638+10.7%

0.66%Expense ratio$66 · $4 a year on $10k · lower is better0.04%

0.12%Trailing 12-mo yield$12 · $146 a year on $10k1.46%

−17.6%Worst dropSmaller is better−7.9%

25.7%VolatilityLower is calmer11.0%

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

4–4Level

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

More Ways to See the Pairs

CSD vs VIG: Top 5 Holdings

Today

CSD

38.0%in top 5

VIG

in top 522.1%

CSDStockVIG

9.8%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

7.0%Qnot top 5

6.0%GEVnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.4%

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

CSD vs VIG Returns, Every Period

InvescoCSD

+15.1%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

CSDVIGFaded: behind in that period

4–0CSD wins

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

Stocks vs Income: CSD vs SCHD

YTD

InvescoCSD

+30.4%

SCHDSchwab

+33.2%

+30.4%Year to date+33.2%

−17.6%Worst drop · 1Y−6.9%

25.7%Volatility · 1Y11.8%

0.1%Yield3.0%

$204MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CSD, VIG, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

CSD0.66%$66

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

Yields: CSD, VIG, VUG, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

VUG0.41%$41

CSD0.12%$12

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

VUG$41 − $3 = $38

CSD$12 − $66 = −$54

KeptFee

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

Overlap: CSD, VIG, VUG, SCHD

Today

26.4%most shared, VIG and VUG

CSDVIGVUGSCHD

CSD—0.4%1.4%0.0%

VIG0.4%—26.4%14.5%

VUG1.4%26.4%—0.8%

SCHD0.0%14.5%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

VUGWorst drop−15.1%19.1% vol

CSDWorst drop−17.6%25.7% vol

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

Paid More vs Made More

YTD

SCHDCSD

+33.2%Year to date+30.4%

3.0%Yield0.1%

+39.1%Past year+37.4%

0.06%Fee0.66%

4–0SCHD 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$59.7B

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%

$44.7BAssets$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