Compare · 3 funds side by side · dividends reinvested

HDV, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,120HDV · best of the three

02 / 04

HDV, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core High Dividend ETFIncome · Dividend stocks0.08%3.08%+31.0%+36.2%+22.0%+13.8%−6.4%11.7%$16.4B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: HDV 2011 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core High Dividend ETF · $16.4B$19,120

HDV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 42.5% in common

HDVMeasureSCHD

+31.0%Year to dateJan 1 → Nov 4+35.3%

+36.2%1 yearTotal return+41.6%

+22.0%3 years · per year$10,000 became $18,148 · $17,908+21.4%

+13.8%5 years · per year$10,000 became $19,120 · $16,881+11.0%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

3.08%Trailing 12-mo yield$309 · $291 a year on $10k2.91%

−6.4%Worst dropSmaller is better−6.9%

11.7%VolatilityLower is calmer11.5%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HDV vs SCHD: Top 5 Holdings

Today

HDV

33.8%in top 5

SCHD

in top 521.6%

HDVStockSCHD

9.3%XOMnot top 5

7.1%CVX4.2%

6.7%ABBVnot top 5

5.5%PG4.3%

5.2%VZnot top 5

not top 5TXN4.8%

not top 5KO4.2%

not top 5COP4.1%

Held in common42.5%

End-of-day Nov 4, 2026 · share of each fund

HDV vs SCHD Returns, Every Period

iSharesHDV

+13.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

HDVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HDV vs SCHD

YTD

iSharesHDV

+31.0%

SCHDSchwab

+35.3%

+31.0%Year to date+35.3%

−6.4%Worst drop · 1Y−6.9%

11.7%Volatility · 1Y11.5%

3.1%Yield2.9%

$16.4BAssets$123B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HDV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

HDV0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HDV, SCHD, VIG

3.08%highest, HDV

FundTrailing yieldYield$10k

HDV3.08%$309

SCHD2.91%$291

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$301most kept, HDV

HDV$309 − $8 = $301

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HDV, SCHD, VIG

Today

42.5%most shared, HDV and SCHD

HDVSCHDVIG

HDV—42.5%17.3%

SCHD42.5%—14.5%

VIG17.3%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

HDVWorst drop−6.4%11.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HDVSCHD

+31.0%Year to date+35.3%

3.1%Yield2.9%

+36.2%Past year+41.6%

0.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026