Compare · 4 funds side by side · dividends reinvested

CSD, VUG, SCHD and VO

CSDInvesco×VUGVanguard×SCHDSchwab×VOVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,430CSD · best of the four

Story of the four · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the four · RiskSmallest drop

CSD, VUG, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.6

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+29.6%+30.4%+32.3%+15.4%−17.6%25.6%$212M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−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 13, 2026 · returns include dividends · since: CSD 2006 · VUG 2004 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Spin-Off ETF · $212M$20,430

CSD

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CSD vs SCHD: Top 5 Holdings

Today

CSD

37.9%in top 5

SCHD

in top 521.8%

CSDStockSCHD

9.4%GEHCnot top 5

8.1%HONAnot top 5

7.3%VYLRnot top 5

7.2%Qnot top 5

6.0%GEVnot top 5

Cost, Income and Risk

Fees: CSD, VUG, SCHD, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SCHD0.06%$6

CSD0.66%$66

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSDMeasureSCHD

+29.6%Year to dateJan 1 → Nov 13+34.9%

+30.4%1 yearTotal return+37.5%

+32.3%3 years · per year$10,000 became $23,158 · $17,374+20.2%

+15.4%5 years · per year$10,000 became $20,430 · $16,418+10.4%

0.66%Expense ratio$66 · $6 a year on $10k · lower is better0.06%

0.12%Trailing 12-mo yield$12 · $292 a year on $10k2.92%

−17.6%Worst dropSmaller is better−6.9%

25.6%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

CSD vs SCHD Returns, Every Period

5Y

InvescoCSD

+15.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CSDSCHDFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSD vs SCHD

YTD

InvescoCSD

+29.6%

SCHDSchwab

+34.9%

+29.6%Year to date+34.9%

−17.6%Worst drop · 1Y−6.9%

25.6%Volatility · 1Y11.7%

0.1%Yield2.9%

$212MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: CSD, VUG, SCHD, VO

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

VO1.35%$135

VUG0.41%$41

CSD0.12%$12

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

VO$135 − $3 = $132

VUG$41 − $3 = $38

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSD, VUG, SCHD, VO

Today

10.2%most shared, VUG and VO

CSDVUGSCHDVO

CSD—1.4%0.0%0.9%

VUG1.4%—0.8%10.2%

SCHD0.0%0.8%—6.9%

VO0.9%10.2%6.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%13.2% vol

VUGWorst drop−15.1%19.1% vol

CSDWorst drop−17.6%25.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCSD

+34.9%Year to date+29.6%

2.9%Yield0.1%

+37.5%Past year+30.4%

0.06%Fee0.66%

4–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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CSD, VUG, SCHD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four