Compare · 3 funds side by side · dividends reinvested

DGRO, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,027DGRO · best of the three

02 / 04

DGRO, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: DGRO 2014 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Dividend Growth ETF · $45.1B$17,027

DGRO

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 21.0% in common

DGROMeasureSCHD

+18.0%Year to dateJan 1 → Nov 3+32.8%

+21.0%1 yearTotal return+37.6%

+22.1%3 years · per year$10,000 became $18,210 · $17,784+21.2%

+11.2%5 years · per year$10,000 became $17,027 · $16,352+10.3%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

1.85%Trailing 12-mo yield$185 · $297 a year on $10k2.97%

−6.5%Worst dropSmaller is better−6.9%

9.5%VolatilityLower is calmer11.4%

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

4–4Level

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

More Ways to See the Pairs

DGRO vs SCHD: Top 5 Holdings

Today

DGRO

15.2%in top 5

SCHD

in top 521.4%

DGROStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

3.3%XOMnot top 5

3.0%ABBVnot top 5

3.0%MSFTnot top 5

3.0%AAPLnot top 5

2.8%JNJnot top 5

Held in common21.0%

End-of-day Nov 3, 2026 · share of each fund

DGRO vs SCHD Returns, Every Period

iSharesDGRO

+11.2%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

DGROSCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DGRO vs SCHD

YTD

iSharesDGRO

+18.0%

SCHDSchwab

+32.8%

+18.0%Year to date+32.8%

−6.5%Worst drop · 1Y−6.9%

9.5%Volatility · 1Y11.4%

1.8%Yield3.0%

$45.1BAssets$121B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRO, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DGRO0.08%$8

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DGRO, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

DGRO1.85%$185

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DGRO, SCHD, VIG

Today

68.3%most shared, DGRO and VIG

DGROSCHDVIG

DGRO—21.0%68.3%

SCHD21.0%—14.5%

VIG68.3%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

DGROWorst drop−6.5%9.5% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+32.8%Year to date+18.0%

3.0%Yield1.8%

+37.6%Past year+21.0%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026