Compare · 3 funds side by side · dividends reinvested

DEMZ, SCHD and VUG

DEMZRAM×SCHDSchwab×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $7,716 · 2022DEMZ$17,163SCHD$16,267VUG$16,124Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,163DEMZ · best of the three
02 / 04

DEMZ, SCHD and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5
Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.89%+9.8%+10.2%+22.4%+11.4%−12.3%15.4%$66M2.0
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: DEMZ 2020 · SCHD 2011 · VUG 2004
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Head to Head

5Y
Democratic Large Cap Core ETF · $66M$17,163
DEMZ
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

DEMZMeasureSCHD
+9.8%Year to dateJan 1 → Nov 6+31.4%
+10.2%1 yearTotal return+37.0%
+22.4%3 years · per year$10,000 became $18,354 · $17,266+20.0%
+11.4%5 years · per year$10,000 became $17,163 · $16,267+10.2%
0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%
0.89%Trailing 12-mo yield$89 · $300 a year on $10k3.00%
−12.3%Worst dropSmaller is better−6.9%
15.4%VolatilityLower is calmer11.7%
DEMZSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

DEMZ vs SCHD: Top 5 Holdings

Today
24.5%in top 5
in top 521.4%
DEMZStockSCHD
5.4%MSFTnot top 5
5.2%AAPLnot top 5
4.9%Lnot top 5
4.8%COSTnot top 5
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
4.2%NVDAnot top 5
not top 5AMGN4.1%
Held in common4.6%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

DEMZ vs SCHD Returns, Every Period

5Y
RAMDEMZ
+11.4%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+9.8%+31.4%YTD+10.2%+37.0%1 year+22.4%+20.0%3 yrs · yr+11.4%+10.2%5 yrs · yr
DEMZSCHDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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Stocks vs Income: DEMZ vs SCHD

YTD
RAMDEMZ
+9.8%
SCHDSchwab
+31.4%
Jan 1Nov 6+9.8%+31.4%
+9.8%Year to date+31.4%
−12.3%Worst drop · 1Y−6.9%
15.4%Volatility · 1Y11.7%
0.9%Yield3.0%
$66.3MAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: DEMZ, SCHD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
DEMZ0.45%$45
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: DEMZ, SCHD, VUG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
DEMZ0.89%$89
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
DEMZ$89 − $45 = $44
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: DEMZ, SCHD, VUG

Today
31.0%most shared, DEMZ and VUG
DEMZSCHDVUG
DEMZ—4.6%31.0%
SCHD4.6%—0.8%
VUG31.0%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%DEMZ +10.2%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
DEMZWorst drop−12.3%15.4% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+9.8%
+31.4%Year to date+9.8%
3.0%Yield0.9%
+37.0%Past year+10.2%
0.06%Fee0.45%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com