Compare · 3 funds side by side · dividends reinvested

HFND, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

HFND, SCHD and VIG, 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%$120B1.6

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

Unlimited HFND Multi-Strategy Return Tracker ETFUnsorted1.07%4.95%+2.7%+1.4%+8.8%[…]−6.6%10.2%$36M2.1

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: HFND 2022 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Unlimited HFND Multi-Strategy Return Tracker ETF · $36M[…]

HFND

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

HFNDMeasureSCHD

+2.7%Year to dateJan 1 → Nov 5+32.3%

+1.4%1 yearTotal return+38.7%

+8.8%3 years · per year$10,000 became $12,868 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

1.07%Expense ratio$107 · $6 a year on $10k · lower is better0.06%

4.95%Trailing 12-mo yield$495 · $298 a year on $10k2.98%

−6.6%Worst dropSmaller is better−6.9%

10.2%VolatilityLower is calmer11.7%

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

3–4SCHD wins

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

More Ways to See the Pairs

HFND vs SCHD: Top 5 Holdings

Today

HFND

17.1%in top 5

SCHD

in top 521.7%

HFNDStockSCHD

not top 5TXN4.7%

4.7%VTVnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.5%VUGnot top 5

3.3%AGZnot top 5

3.1%EMHYnot top 5

2.6%ICVTnot top 5

Held in common0.0%

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

HFND vs SCHD Returns, Every Period

UnlimitedHFND

+1.4%

past year

SCHDSchwab

+38.7%

past year

HFNDSCHDFaded: behind in that period

0–3SCHD wins

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

Unsorted vs Income: HFND vs SCHD

YTD

UnlimitedHFND

+2.7%

SCHDSchwab

+32.3%

+2.7%Year to date+32.3%

−6.6%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y11.7%

4.9%Yield3.0%

$36.2MAssets$120B

3–1HFND wins

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

Cost, Income and Risk

Fees: HFND, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

HFND1.07%$107

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

Yields: HFND, SCHD, VIG

4.95%highest, HFND

FundTrailing yieldYield$10k

HFND4.95%$495

SCHD2.98%$298

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$388most kept, HFND

HFND$495 − $107 = $388

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: HFND, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

HFNDSCHDVIG

HFND—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%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

HFNDWorst drop−6.6%10.2% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

HFNDSCHD

+2.7%Year to date+32.3%

4.9%Yield3.0%

+1.4%Past year+38.7%

1.07%Fee0.06%

3–1SCHD 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%

$44.9BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026