Compare · 3 funds side by side · dividends reinvested

CSTK, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

CSTK, VIG 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%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETFUnsorted0.36%1.80%+15.3%+22.0%[…][…]−8.9%11.5%$182M2.3

Rank among the three1st → 3rdFee, 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: CSTK 2025 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETF · $182M[…]

CSTK

VIG

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

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

CSTKMeasureVIG

+15.3%Year to dateJan 1 → Nov 9+14.8%

+22.0%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.36%Expense ratio$36 · $4 a year on $10k · lower is better0.04%

1.80%Trailing 12-mo yield$180 · $146 a year on $10k1.46%

−8.9%Worst dropSmaller is better−7.9%

11.5%VolatilityLower is calmer11.0%

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

3–3Level

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

More Ways to See the Pairs

CSTK vs VIG: Top 5 Holdings

Today

CSTK

15.8%in top 5

VIG

in top 522.1%

CSTKStockVIG

3.9%MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.3%GOOGLnot top 5

3.0%WFCnot top 5

2.9%PMnot top 5

2.6%CSCOnot top 5

Held in common18.5%

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

CSTK vs VIG Returns, Every Period

InvescoCSTK

+22.0%

past year

VIGVanguard

+17.6%

past year

CSTKVIGFaded: behind in that period

2–0CSTK wins

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

Unsorted vs Income: CSTK vs SCHD

YTD

InvescoCSTK

+15.3%

SCHDSchwab

+33.2%

+15.3%Year to date+33.2%

−8.9%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.8%

1.8%Yield3.0%

$182MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: CSTK, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CSTK0.36%$36

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

Yields: CSTK, VIG, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

CSTK1.80%$180

VIG1.46%$146

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CSTK$180 − $36 = $144

VIG$146 − $4 = $142

KeptFee

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

Overlap: CSTK, VIG, SCHD

Today

18.5%most shared, CSTK and VIG

CSTKVIGSCHD

CSTK—18.5%11.8%

VIG18.5%—14.5%

SCHD11.8%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

CSTKWorst drop−8.9%11.5% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

SCHDCSTK

+33.2%Year to date+15.3%

3.0%Yield1.8%

+39.1%Past year+22.0%

0.06%Fee0.36%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026