Compare · 3 funds side by side · dividends reinvested

FWD, VIG and SCHD

FWDAlliance Bernstein×VIGVanguard×SCHDSchwab×

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

02 / 04

FWD, 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%$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

Alliance Bernstein - AB Disruptors ETFUnsorted0.65%0.10%+11.9%+6.4%+33.4%[…]−21.7%30.2%$3.1B2.7

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: FWD 2023 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB Disruptors ETF · $3.1B[…]

FWD

VIG

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

$10,000 five years ago, dividends reinvested · they hold 17.2% in common

FWDMeasureVIG

+11.9%Year to dateJan 1 → Nov 5+12.5%

+6.4%1 yearTotal return+15.2%

+33.4%3 years · per year$10,000 became $23,736 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

0.10%Trailing 12-mo yield$10 · $149 a year on $10k1.49%

−21.7%Worst dropSmaller is better−7.9%

30.2%VolatilityLower is calmer10.8%

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

1–6VIG wins

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

More Ways to See the Pairs

FWD vs VIG: Top 5 Holdings

Today

FWD

14.2%in top 5

VIG

in top 522.1%

FWDStockVIG

3.5%MSFT4.9%

not top 5AAPL4.9%

2.6%AVGO4.3%

2.4%LLY4.1%

not top 5JPM3.9%

3.4%NVDAnot top 5

2.3%AMZNnot top 5

Held in common17.2%

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

FWD vs VIG Returns, Every Period

Alliance BernsteinFWD

+6.4%

past year

VIGVanguard

+15.2%

past year

FWDVIGFaded: behind in that period

1–2VIG wins

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

Unsorted vs Income: FWD vs SCHD

YTD

Alliance BernsteinFWD

+11.9%

SCHDSchwab

+32.3%

+11.9%Year to date+32.3%

−21.7%Worst drop · 1Y−6.9%

30.2%Volatility · 1Y11.7%

0.1%Yield3.0%

$3.1BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FWD, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FWD0.65%$65

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

Yields: FWD, VIG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

FWD0.10%$10

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

FWD$10 − $65 = −$55

KeptFee

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

Overlap: FWD, VIG, SCHD

Today

17.2%most shared, FWD and VIG

FWDVIGSCHD

FWD—17.2%3.6%

VIG17.2%—14.5%

SCHD3.6%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

FWDWorst drop−21.7%30.2% vol

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

Paid More vs Made More

YTD

SCHDVIG

+32.3%Year to date+12.5%

3.0%Yield1.5%

+38.7%Past year+15.2%

0.06%Fee0.04%

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