Compare · 4 funds side by side · dividends reinvested

DFIP, VIG, SCHD and BND

DFIPDimensional×VIGVanguard×SCHDSchwab×BNDVanguard×

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

02 / 04

DFIP, VIG, SCHD and BND, 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%$122B2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.3%−0.5%+4.4%[…]−4.3%3.7%$1.1B2.7

Rank among the four1st → 4thFee, 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: DFIP 2021 · VIG 2006 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,985

BND

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

BNDMeasureSCHD

+0.0%Year to dateJan 1 → Nov 9+33.2%

+0.3%1 yearTotal return+39.1%

+5.0%3 years · per year$10,000 became $11,576 · $17,123+19.6%

−0.0%5 years · per year$10,000 became $9,985 · $16,459+10.5%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

4.12%Trailing 12-mo yield$412 · $296 a year on $10k2.96%

−4.5%Worst dropSmaller is better−6.9%

4.0%VolatilityLower is calmer11.8%

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

4–4Level

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

More Ways to See the Pairs

BND vs SCHD: Top 5 Holdings

Today

BND

[…]in top 5

SCHD

in top 521.4%

BNDStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

BND vs SCHD Returns, Every Period

VanguardBND

−0.0%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

BNDSCHDFaded: behind in that period

0–4SCHD wins

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

BND vs DFIP

YTD

VanguardBND

+0.0%

DFIPDimensional

−0.3%

+0.0%Year to date−0.3%

−4.5%Worst drop · 1Y−4.3%

4.0%Volatility · 1Y3.7%

4.1%Yield5.3%

$161BAssets$1.1B

3–1DFIP wins

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

Cost, Income and Risk

Fees: DFIP, VIG, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

SCHD0.06%$6

DFIP0.11%$11

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

Yields: DFIP, VIG, SCHD, BND

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

BND4.12%$412

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

BND$412 − $3 = $409

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: DFIP, VIG, SCHD, BND

Today

14.5%most shared, VIG and SCHD

DFIPVIGSCHDBND

DFIP—[…][…][…]

VIG[…]—14.5%[…]

SCHD[…]14.5%—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

DFIPWorst drop−4.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

VIGWorst drop−7.9%11.0% 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

DFIPSCHD

−0.3%Year to date+33.2%

5.3%Yield3.0%

−0.5%Past year+39.1%

0.11%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$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