Compare · 3 funds side by side · dividends reinvested

DUSB, 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

DUSB, 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%$122B1.8

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

Dimensional Ultrashort Fixed Income ETFBonds & Cash · Ultra-short0.15%3.92%+3.1%+3.8%+4.8%[…]−0.2%0.6%$2.8B2.1

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: DUSB 2023 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

DUSB

Dimensional Ultrashort Fixed Income ETF · $2.8B[…]

$10,000 five years ago, dividends reinvested

VIGMeasureDUSB

+14.8%Year to dateJan 1 → Nov 9+3.1%

+17.6%1 yearTotal return+3.8%

+18.8%3 years · per year$10,000 became $16,775 · $11,518+4.8%

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

0.04%Expense ratio$4 · $15 a year on $10k · lower is better0.15%

1.46%Trailing 12-mo yield$146 · $392 a year on $10k3.92%

−7.9%Worst dropSmaller is better−0.2%

11.0%VolatilityLower is calmer0.6%

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

4–3VIG wins

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

More Ways to See the Pairs

VIG vs DUSB: Top 5 Holdings

Today

VIG

22.1%in top 5

DUSB

in top 5[…]

VIGStockDUSB

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common[…]

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

VIG vs DUSB Returns, Every Period

VanguardVIG

+17.6%

past year

DUSBDimensional

+3.8%

past year

VIGDUSBFaded: behind in that period

3–0VIG wins

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

Income vs Bonds: VIG vs DUSB

YTD

VanguardVIG

+14.8%

DUSBDimensional

+3.1%

+14.8%Year to date+3.1%

−7.9%Worst drop · 1Y−0.2%

11.0%Volatility · 1Y0.6%

1.5%Yield3.9%

$109BAssets$2.8B

3–1DUSB wins

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

Cost, Income and Risk

Fees: DUSB, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DUSB0.15%$15

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

Yields: DUSB, VIG, SCHD

3.92%highest, DUSB

FundTrailing yieldYield$10k

DUSB3.92%$392

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$377most kept, DUSB

DUSB$392 − $15 = $377

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: DUSB, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

DUSBVIGSCHD

DUSB—[…][…]

VIG[…]—14.5%

SCHD[…]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

DUSBWorst drop−0.2%0.6% 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

DUSBSCHD

+3.1%Year to date+33.2%

3.9%Yield3.0%

+3.8%Past year+39.1%

0.15%Fee0.06%

3–1SCHD 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%

$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

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