Compare · 3 funds side by side · dividends reinvested

FAS, VIG and SCHD

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

02 / 04

FAS, VIG and SCHD, 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%$123B1.5

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

Direxion Daily Financial Bull 3X ETFLeveraged · 3x0.92%8.50%+3.6%+17.1%+53.4%+6.3%−40.9%45.2%$2.1B2.4

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: FAS 2008 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Financial Bull 3X ETF · $2.1B$13,574

FAS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

FASMeasureVIG

+3.6%Year to dateJan 1 → Nov 5+12.5%

+17.1%1 yearTotal return+15.2%

+53.4%3 years · per year$10,000 became $36,089 · $16,814+18.9%

+6.3%5 years · per year$10,000 became $13,574 · $16,331+10.3%

0.92%Expense ratio$92 · $4 a year on $10k · lower is better0.04%

8.50%Trailing 12-mo yield$850 · $149 a year on $10k1.49%

−40.9%Worst dropSmaller is better−7.9%

45.2%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

FAS vs VIG: Top 5 Holdings

Today

FAS

9.3%in top 5

VIG

in top 522.1%

FASStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

2.4%JPM3.9%

2.8%BRK-Bnot top 5

1.9%Vnot top 5

1.4%MAnot top 5

0.9%BACnot top 5

Held in common12.9%

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

FAS vs VIG Returns, Every Period

DirexionFAS

+6.3%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

FASVIGFaded: behind in that period

2–2Level

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

Leveraged vs Income: FAS vs SCHD

YTD

DirexionFAS

+3.6%

SCHDSchwab

+32.3%

+3.6%Year to date+32.3%

−40.9%Worst drop · 1Y−6.9%

45.2%Volatility · 1Y11.7%

8.5%Yield3.0%

$2.1BAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: FAS, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FAS0.92%$92

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

Yields: FAS, VIG, SCHD

8.50%highest, FAS

FundTrailing yieldYield$10k

FAS8.50%$850

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$758most kept, FAS

FAS$850 − $92 = $758

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: FAS, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

FASVIGSCHD

FAS—12.9%0.7%

VIG12.9%—14.5%

SCHD0.7%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

FASWorst drop−40.9%45.2% vol

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

Paid More vs Made More

YTD

FASSCHD

+3.6%Year to date+32.3%

8.5%Yield3.0%

+17.1%Past year+38.7%

0.92%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%

$46.1BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026