Compare · 4 funds side by side · dividends reinvested

CSM, SCHD, VIG and VUG

CSMProShares×SCHDSchwab×VIGVanguard×VUGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,889CSM · best of the four

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

Story of the four · RiskSmallest drop

CSM, SCHD, VIG and VUG, 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%$124B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B2.1

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.3%+10.6%+21.7%+11.1%−9.4%13.3%$510M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B3.4

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: CSM 2009 · SCHD 2011 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $510M$16,889

CSM

More Ways to See the Pairs

CSM vs SCHD: Top 5 Holdings

Today

CSM

19.1%in top 5

SCHD

in top 521.8%

CSMStockSCHD

5.2%AAPLnot top 5

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

Cost, Income and Risk

Fees: CSM, SCHD, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

CSM0.45%$45

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

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 7.4% in common

CSMMeasureSCHD

+9.3%Year to dateJan 1 → Nov 13+34.9%

+10.6%1 yearTotal return+37.5%

+21.7%3 years · per year$10,000 became $18,009 · $17,374+20.2%

+11.1%5 years · per year$10,000 became $16,889 · $16,418+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

1.06%Trailing 12-mo yield$106 · $292 a year on $10k2.92%

−9.4%Worst dropSmaller is better−6.9%

13.3%VolatilityLower is calmer11.7%

CSMSCHD 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 5AMGN4.1%

4.1%NVDAnot top 5

3.8%MSFTnot top 5

3.1%IQMMnot top 5

2.9%AMZNnot top 5

Held in common7.4%

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

CSM vs SCHD Returns, Every Period

5Y

ProSharesCSM

+11.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CSMSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+9.3%

SCHDSchwab

+34.9%

+9.3%Year to date+34.9%

−9.4%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.7%

1.1%Yield2.9%

$510MAssets$124B

4–0SCHD wins

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

Yields: CSM, SCHD, VIG, VUG

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

VIG1.45%$145

CSM1.06%$106

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

VIG$145 − $4 = $141

CSM$106 − $45 = $61

VUG$41 − $3 = $38

KeptFee

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

Overlap: CSM, SCHD, VIG, VUG

Today

35.0%most shared, CSM and VUG

CSMSCHDVIGVUG

CSM—7.4%30.9%35.0%

SCHD7.4%—14.5%0.8%

VIG30.9%14.5%—26.4%

VUG35.0%0.8%26.4%—

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

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

CSMWorst drop−9.4%13.3% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

SCHDVIG

+34.9%Year to date+16.0%

2.9%Yield1.4%

+37.5%Past year+16.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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CSM, SCHD, VIG and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four