Compare · 3 funds side by side · dividends reinvested

CSM, VIG and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,970CSM · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

CSM, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.9

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.05%+9.5%+11.3%+21.8%+11.2%−9.4%13.3%$506M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: CSM 2009 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $506M$16,970

CSM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,596

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

CSMMeasure

More Ways to See the Pairs

CSM vs VIG: Top 5 Holdings

Today

CSM

19.2%in top 5

VIG

in top 522.1%

CSMStockVIG

5.1%AAPL4.9%

3.8%MSFT4.9%

not top 5AVGO4.3%

4.2%NVDAnot top 5

not top 5LLY

Cost, Income and Risk

Fees: CSM, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CSM0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CSM, VIG, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

VIG

+9.5%Year to dateJan 1 → Nov 12+16.0%

+11.3%1 yearTotal return+16.9%

+21.8%3 years · per year$10,000 became $18,053 · $16,806+18.9%

+11.2%5 years · per year$10,000 became $16,970 · $16,596+10.7%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

1.05%Trailing 12-mo yield$105 · $145 a year on $10k1.45%

−9.4%Worst dropSmaller is better−7.9%

13.3%VolatilityLower is calmer11.0%

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

2–6VIG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

not top 5JPM3.9%

3.1%IQMMnot top 5

2.9%AMZNnot top 5

Held in common30.8%

End-of-day Nov 12, 2026 · share of each fund

CSM vs VIG Returns, Every Period

5Y

ProSharesCSM

+11.2%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

CSMVIGFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+9.5%

SCHDSchwab

+34.2%

+9.5%Year to date+34.2%

−9.4%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.7%

1.1%Yield2.9%

$506MAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

CSM1.05%$105

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

CSM$105 − $45 = $60

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSM, VIG, SCHD

Today

30.8%most shared, CSM and VIG

CSMVIGSCHD

CSM—30.8%7.4%

VIG30.8%—14.5%

SCHD7.4%14.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%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

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+34.2%Year to date+16.0%

2.9%Yield1.4%

+36.8%Past year+16.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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CSM, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three