Compare · 3 funds side by side · dividends reinvested

FDLS, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

FDLS, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$256M2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: FDLS 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

FDLS

Inspire Fidelis Multi Factor ETF · $256M[…]

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

VIGMeasureFDLS

+12.1%Year to dateJan 1 → Nov 6+10.3%

+14.3%1 yearTotal return+12.7%

+18.6%3 years · per year$10,000 became $16,669 · $16,927+19.2%

+10.2%5 years · per year$10,000 became $16,243 · […][…]

0.04%Expense ratio$4 · $66 a year on $10k · lower is better0.66%

1.50%Trailing 12-mo yield$150 · $90 a year on $10k0.90%

−7.9%Worst dropSmaller is better−10.8%

10.8%VolatilityLower is calmer17.1%

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

6–1VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs FDLS: Top 5 Holdings

Today

VIG

22.1%in top 5

FDLS

in top 56.4%

VIGStockFDLS

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

not top 5FLYW1.3%

not top 5PACS1.3%

not top 5CON1.3%

not top 5GCT1.3%

not top 5BEKE1.3%

Held in common1.2%

End-of-day Nov 6, 2026 · share of each fund

VIG vs FDLS Returns, Every Period

VanguardVIG

+14.3%

past year

FDLSInspire

+12.7%

past year

VIGFDLSFaded: behind in that period

2–1VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VIG vs SCHD

YTD

VanguardVIG

+12.1%

SCHDSchwab

+31.4%

+12.1%Year to date+31.4%

−7.9%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.7%

1.5%Yield3.0%

$109BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FDLS0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDLS, SCHD, VIG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

FDLS0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

FDLS$90 − $66 = $24

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDLS, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

FDLSSCHDVIG

FDLS—2.4%1.2%

SCHD2.4%—14.5%

VIG1.2%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

FDLSWorst drop−10.8%17.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026