Compare · 3 funds side by side · dividends reinvested

HYMB, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

HYMB, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

State Street SPDR Nuveen ICE High Yield Municipal Bond ETFBonds & Cash · Municipal0.35%4.75%+0.9%+1.0%+6.2%+0.1%−7.6%5.0%$3.8B2.4

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: HYMB 2011 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Nuveen ICE High Yield Municipal Bond ETF · $3.8B$10,062

HYMB

SCHD

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

$10,000 five years ago, dividends reinvested

HYMBMeasureSCHD

+0.9%Year to dateJan 1 → Nov 4+35.3%

+1.0%1 yearTotal return+41.6%

+6.2%3 years · per year$10,000 became $11,980 · $17,908+21.4%

+0.1%5 years · per year$10,000 became $10,062 · $16,881+11.0%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

4.75%Trailing 12-mo yield$476 · $291 a year on $10k2.91%

−7.6%Worst dropSmaller is better−6.9%

5.0%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

HYMB vs SCHD: Top 5 Holdings

Today

HYMB

[…]in top 5

SCHD

in top 521.6%

HYMBStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

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

HYMB vs SCHD Returns, Every Period

SPDRHYMB

+0.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

HYMBSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: HYMB vs SCHD

YTD

SPDRHYMB

+0.9%

SCHDSchwab

+35.3%

+0.9%Year to date+35.3%

−7.6%Worst drop · 1Y−6.9%

5.0%Volatility · 1Y11.5%

4.8%Yield2.9%

$3.8BAssets$123B

2–2level

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

Cost, Income and Risk

Fees: HYMB, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

HYMB0.35%$35

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

Yields: HYMB, SCHD, VIG

4.75%highest, HYMB

FundTrailing yieldYield$10k

HYMB4.75%$476

SCHD2.91%$291

VIG1.44%$144

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

Income After Fees on $10,000

$441most kept, HYMB

HYMB$476 − $35 = $441

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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

Overlap: HYMB, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

HYMBSCHDVIG

HYMB—[…][…]

SCHD[…]—14.5%

VIG[…]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

HYMBWorst drop−7.6%5.0% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

HYMBSCHD

+0.9%Year to date+35.3%

4.8%Yield2.9%

+1.0%Past year+41.6%

0.35%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