Compare · 3 funds side by side · dividends reinvested

EPP, 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

EPP, 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%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

iShares MSCI Pacific ex Japan ETFInternational · Region & country0.47%3.36%+11.9%+13.0%+17.4%+5.7%−8.8%15.7%$2.2B2.8

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: EPP 2001 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Pacific ex Japan ETF · $2.2B$13,195

EPP

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

EPPMeasureSCHD

+11.9%Year to dateJan 1 → Nov 5+32.3%

+13.0%1 yearTotal return+38.7%

+17.4%3 years · per year$10,000 became $16,200 · $17,414+20.3%

+5.7%5 years · per year$10,000 became $13,195 · $16,375+10.4%

0.47%Expense ratio$47 · $6 a year on $10k · lower is better0.06%

3.36%Trailing 12-mo yield$336 · $298 a year on $10k2.98%

−8.8%Worst dropSmaller is better−6.9%

15.7%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

EPP vs SCHD: Top 5 Holdings

Today

EPP

31.4%in top 5

SCHD

in top 521.7%

EPPStockSCHD

8.9%BHP.AXnot top 5

8.8%CBA.AXnot top 5

5.1%D05.SInot top 5

not top 5TXN4.7%

4.6%1299.HKnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%NAB.AXnot top 5

Held in common0.0%

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

EPP vs SCHD Returns, Every Period

iSharesEPP

+5.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

EPPSCHDFaded: behind in that period

0–4SCHD wins

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

International vs Income: EPP vs SCHD

YTD

iSharesEPP

+11.9%

SCHDSchwab

+32.3%

+11.9%Year to date+32.3%

−8.8%Worst drop · 1Y−6.9%

15.7%Volatility · 1Y11.7%

3.4%Yield3.0%

$2.2BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: EPP, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

EPP0.47%$47

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

Yields: EPP, SCHD, VIG

3.36%highest, EPP

FundTrailing yieldYield$10k

EPP3.36%$336

SCHD2.98%$298

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

EPP$336 − $47 = $289

VIG$149 − $4 = $145

KeptFee

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

Overlap: EPP, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

EPPSCHDVIG

EPP—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%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

EPPWorst drop−8.8%15.7% vol

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

Paid More vs Made More

YTD

EPPSCHD

+11.9%Year to date+32.3%

3.4%Yield3.0%

+13.0%Past year+38.7%

0.47%Fee0.06%

3–1SCHD 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