Compare · 3 funds side by side · dividends reinvested

CSHP, VIG and SCHD

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

02 / 04

CSHP, VIG and SCHD, 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%$123B1.6

iShares Dynamic Short-Term Active ETFUnsorted0.20%3.96%+3.3%+4.0%[…][…]−0.7%1.9%$383M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

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: CSHP 2024 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Dynamic Short-Term Active ETF · $383M[…]

CSHP

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 13.8% in common

CSHPMeasureVIG

+3.3%Year to dateJan 1 → Nov 5+12.5%

+4.0%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

3.96%Trailing 12-mo yield$396 · $149 a year on $10k1.49%

−0.7%Worst dropSmaller is better−7.9%

1.9%VolatilityLower is calmer10.8%

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

3–3Level

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

More Ways to See the Pairs

CSHP vs VIG: Top 5 Holdings

Today

CSHP

8.2%in top 5

VIG

in top 522.1%

CSHPStockVIG

1.8%MSFT4.9%

2.3%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.2%NVDAnot top 5

1.2%AMZNnot top 5

0.8%GOOGLnot top 5

Held in common13.8%

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

CSHP vs VIG Returns, Every Period

iSharesCSHP

+4.0%

past year

VIGVanguard

+15.2%

past year

CSHPVIGFaded: behind in that period

0–2VIG wins

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

Unsorted vs Income: CSHP vs SCHD

YTD

iSharesCSHP

+3.3%

SCHDSchwab

+32.3%

+3.3%Year to date+32.3%

−0.7%Worst drop · 1Y−6.9%

1.9%Volatility · 1Y11.7%

4.0%Yield3.0%

$383MAssets$123B

3–1CSHP wins

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

Cost, Income and Risk

Fees: CSHP, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CSHP0.20%$20

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

Yields: CSHP, VIG, SCHD

3.96%highest, CSHP

FundTrailing yieldYield$10k

CSHP3.96%$396

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$376most kept, CSHP

CSHP$396 − $20 = $376

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: CSHP, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

CSHPVIGSCHD

CSHP—13.8%2.5%

VIG13.8%—14.5%

SCHD2.5%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

CSHPWorst drop−0.7%1.9% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

CSHPSCHD

+3.3%Year to date+32.3%

4.0%Yield3.0%

+4.0%Past year+38.7%

0.20%Fee0.06%

3–1SCHD 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