Compare · 3 funds side by side · dividends reinvested

HEFA, SCHD and VIG

HEFAiShares×SCHDSchwab×VIGVanguard×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,869 · 2022HEFA$18,326SCHD$16,267VIG$16,243Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,326HEFA · best of the three
02 / 04

HEFA, 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%$120B1.5
iShares Currency Hedged MSCI EAFE ETFInternational · Developed0.70%4.08%+12.6%+15.7%+19.3%+12.9%−9.5%13.5%$7.5B2.1
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$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 6, 2026 · returns include dividends · since: HEFA 2014 · SCHD 2011 · VIG 2006
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares Currency Hedged MSCI EAFE ETF · $7.5B$18,326
HEFA
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HEFAMeasureSCHD
+12.6%Year to dateJan 1 → Nov 6+31.4%
+15.7%1 yearTotal return+37.0%
+19.3%3 years · per year$10,000 became $16,970 · $17,266+20.0%
+12.9%5 years · per year$10,000 became $18,326 · $16,267+10.2%
0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%
4.08%Trailing 12-mo yield$408 · $300 a year on $10k3.00%
−9.5%Worst dropSmaller is better−6.9%
13.5%VolatilityLower is calmer11.7%
HEFASCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

HEFA vs SCHD: Top 5 Holdings

Today
HEFA
8.3%in top 5
in top 521.4%
HEFAStockSCHD
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
2.5%ASML.ASnot top 5
1.6%ROP.SWnot top 5
1.4%HSBA.Lnot top 5
1.4%NOVN.SWnot top 5
1.4%SHEL.Lnot top 5
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

HEFA vs SCHD Returns, Every Period

5Y
iSharesHEFA
+12.9%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+12.6%+31.4%YTD+15.7%+37.0%1 year+19.3%+20.0%3 yrs · yr+12.9%+10.2%5 yrs · yr
HEFASCHDFaded: behind in that period
1–3SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

International vs Income: HEFA vs SCHD

YTD
iSharesHEFA
+12.6%
SCHDSchwab
+31.4%
Jan 1Nov 6+12.6%+31.4%
+12.6%Year to date+31.4%
−9.5%Worst drop · 1Y−6.9%
13.5%Volatility · 1Y11.7%
4.1%Yield3.0%
$7.5BAssets$120B
3–1SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: HEFA, SCHD, VIG

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
HEFA0.70%$70
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: HEFA, SCHD, VIG

1Y
4.08%highest, HEFA
FundTrailing yieldYield$10k
HEFA4.08%$408
SCHD3.00%$300
VIG1.50%$150
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$338most kept, HEFA
HEFA$408 − $70 = $338
SCHD$300 − $6 = $294
VIG$150 − $4 = $146
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: HEFA, SCHD, VIG

Today
14.5%most shared, SCHD and VIG
HEFASCHDVIG
HEFA—0.0%0.0%
SCHD0.0%—14.5%
VIG0.0%14.5%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%Volatility · 1 year → bumpierSCHD +37.0%HEFA +15.7%VIG +14.3%
VIGWorst drop−7.9%10.8% vol
SCHDWorst drop−6.9%11.7% vol
HEFAWorst drop−9.5%13.5% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+12.6%+31.4%
+12.6%Year to date+31.4%
4.1%Yield3.0%
+15.7%Past year+37.0%
0.70%Fee0.06%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com