Compare · 3 funds side by side · dividends reinvested

GLDM, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,741GLDM · best of the three

02 / 04

GLDM, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.9

SPDR Gold MiniShares TrustCommodities · Gold0.10%0.00%−9.2%−2.1%+24.9%+16.8%−28.0%28.6%$30.0B2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: GLDM 2018 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

SPDR Gold MiniShares Trust · $30.0B$21,741

GLDM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested

GLDMMeasureVIG

−9.2%Year to dateJan 1 → Nov 3+14.0%

−2.1%1 yearTotal return+15.9%

+24.9%3 years · per year$10,000 became $19,475 · $17,369+20.2%

+16.8%5 years · per year$10,000 became $21,741 · $16,495+10.5%

0.10%Expense ratio$10 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $147 a year on $10k1.47%

−28.0%Worst dropSmaller is better−7.9%

28.6%VolatilityLower is calmer10.0%

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

2–6VIG wins

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

More Ways to See the Pairs

GLDM vs VIG: Top 5 Holdings

Today

GLDM

[…]in top 5

VIG

in top 522.1%

GLDMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

GLDM vs VIG Returns, Every Period

SPDRGLDM

+16.8%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

GLDMVIGFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Commodities vs Income: GLDM vs SCHD

YTD

SPDRGLDM

−9.2%

SCHDSchwab

+32.8%

−9.2%Year to date+32.8%

−28.0%Worst drop · 1Y−6.9%

28.6%Volatility · 1Y11.4%

0.0%Yield3.0%

$30.0BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GLDM, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

GLDM0.10%$10

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: GLDM, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

GLDM0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

GLDM$0 − $10 = −$10

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: GLDM, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

GLDMSCHDVIG

GLDM—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

GLDMWorst drop−28.0%28.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+32.8%Year to date+14.0%

3.0%Yield1.5%

+37.6%Past year+15.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

GLDM vs GLD

YTD

SPDRGLDM

−9.2%

GLDSPDR

−9.3%

−9.2%Year to date−9.3%

0.10% · $10Fee · on $10k a year0.40% · $40

$30.0BAssets$132B

2–0GLDM wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026