Compare · 3 funds side by side · dividends reinvested

HELX, SCHD and VIG

HELXFranklin Templeton×SCHDSchwab×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

HELX, 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%$121B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.0

Franklin Genomic Advancements ETFSectors · Health care0.50%0.32%+22.4%+26.6%+20.5%−3.3%−18.0%24.6%$36M2.6

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: HELX 2020 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Genomic Advancements ETF · $36M$8,473

HELX

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

HELXMeasureSCHD

+22.4%Year to dateJan 1 → Nov 3+32.8%

+26.6%1 yearTotal return+37.6%

+20.5%3 years · per year$10,000 became $17,514 · $17,784+21.2%

−3.3%5 years · per year$10,000 became $8,473 · $16,352+10.3%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.32%Trailing 12-mo yield$32 · $297 a year on $10k2.97%

−18.0%Worst dropSmaller is better−6.9%

24.6%VolatilityLower is calmer11.4%

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

0–8SCHD wins

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

More Ways to See the Pairs

HELX vs SCHD: Top 5 Holdings

Today

HELX

32.4%in top 5

SCHD

in top 521.4%

HELXStockSCHD

9.5%NTRAnot top 5

9.5%GHnot top 5

4.6%KRYSnot top 5

not top 5TXN4.6%

4.5%LGNDnot top 5

not top 5PG4.3%

4.3%ADPTnot top 5

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common0.0%

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

HELX vs SCHD Returns, Every Period

Franklin TempletonHELX

−3.3%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

HELXSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: HELX vs SCHD

YTD

Franklin TempletonHELX

+22.4%

SCHDSchwab

+32.8%

+22.4%Year to date+32.8%

−18.0%Worst drop · 1Y−6.9%

24.6%Volatility · 1Y11.4%

0.3%Yield3.0%

$35.6MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: HELX, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

HELX0.50%$50

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

Yields: HELX, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

HELX0.32%$32

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

HELX$32 − $50 = −$18

KeptFee

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

Overlap: HELX, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

HELXSCHDVIG

HELX—0.0%3.0%

SCHD0.0%—14.5%

VIG3.0%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

HELXWorst drop−18.0%24.6% vol

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

Paid More vs Made More

YTD

SCHDHELX

+32.8%Year to date+22.4%

3.0%Yield0.3%

+37.6%Past year+26.6%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026