Compare · 3 funds side by side · dividends reinvested

DGRS, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

DGRS, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

WisdomTree U.S. SmallCap Quality Dividend Growth FundIncome · Dividend stocks0.38%2.06%+16.2%+19.9%+16.0%+7.0%−8.9%15.4%$393M2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DGRS 2013 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Quality Dividend Growth Fund · $393M$14,030

DGRS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

DGRSMeasureSCHD

+16.2%Year to dateJan 1 → Nov 5+32.3%

+19.9%1 yearTotal return+38.7%

+16.0%3 years · per year$10,000 became $15,616 · $17,414+20.3%

+7.0%5 years · per year$10,000 became $14,030 · $16,375+10.4%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

2.06%Trailing 12-mo yield$206 · $298 a year on $10k2.98%

−8.9%Worst dropSmaller is better−6.9%

15.4%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

DGRS vs SCHD: Top 5 Holdings

Today

DGRS

11.1%in top 5

SCHD

in top 521.7%

DGRSStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.6%VCTRnot top 5

2.5%AVTnot top 5

2.3%AROCnot top 5

1.9%CRCnot top 5

1.8%IPARnot top 5

Held in common0.5%

End-of-day Nov 5, 2026 · share of each fund

DGRS vs SCHD Returns, Every Period

WisdomTreeDGRS

+7.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DGRSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DGRS vs SCHD

YTD

WisdomTreeDGRS

+16.2%

SCHDSchwab

+32.3%

+16.2%Year to date+32.3%

−8.9%Worst drop · 1Y−6.9%

15.4%Volatility · 1Y11.7%

2.1%Yield3.0%

$393MAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DGRS, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DGRS0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DGRS, SCHD, VIG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DGRS2.06%$206

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DGRS$206 − $38 = $168

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DGRS, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

DGRSSCHDVIG

DGRS—0.5%0.4%

SCHD0.5%—14.5%

VIG0.4%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

DGRSWorst drop−8.9%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRS

+32.3%Year to date+16.2%

3.0%Yield2.1%

+38.7%Past year+19.9%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026