Compare · 3 funds side by side · dividends reinvested

GSIB, 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

GSIB, 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%$123B1.3

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

Themes Global Systemically Important Banks ETFSectors · Financials0.35%1.66%+14.8%+27.5%[…][…]−13.9%18.8%$39M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: GSIB 2023 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Themes Global Systemically Important Banks ETF · $39M[…]

GSIB

VIG

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

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

GSIBMeasureVIG

+14.8%Year to dateJan 1 → Nov 5+12.5%

+27.5%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

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

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

1.66%Trailing 12-mo yield$166 · $149 a year on $10k1.49%

−13.9%Worst dropSmaller is better−7.9%

18.8%VolatilityLower is calmer10.8%

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

3–3Level

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

More Ways to See the Pairs

GSIB vs VIG: Top 5 Holdings

Today

GSIB

19.5%in top 5

VIG

in top 522.1%

GSIBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

3.9%0939.HKnot top 5

3.9%TDnot top 5

3.9%1288.HKnot top 5

3.9%IDCBYnot top 5

not top 5JPM3.9%

3.9%3328.HKnot top 5

Held in common8.0%

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

GSIB vs VIG Returns, Every Period

ThemesGSIB

+27.5%

past year

VIGVanguard

+15.2%

past year

GSIBVIGFaded: behind in that period

2–0GSIB wins

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

Sector vs Income: GSIB vs SCHD

YTD

ThemesGSIB

+14.8%

SCHDSchwab

+32.3%

+14.8%Year to date+32.3%

−13.9%Worst drop · 1Y−6.9%

18.8%Volatility · 1Y11.7%

1.7%Yield3.0%

$38.8MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: GSIB, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

GSIB0.35%$35

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

Yields: GSIB, VIG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

GSIB1.66%$166

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

VIG$149 − $4 = $145

GSIB$166 − $35 = $131

KeptFee

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

Overlap: GSIB, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

GSIBVIGSCHD

GSIB—8.0%0.0%

VIG8.0%—14.5%

SCHD0.0%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

GSIBWorst drop−13.9%18.8% vol

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

Paid More vs Made More

YTD

SCHDGSIB

+32.3%Year to date+14.8%

3.0%Yield1.7%

+38.7%Past year+27.5%

0.06%Fee0.35%

4–0SCHD 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