Compare · 3 funds side by side · dividends reinvested

KNGZ, SCHD and VIG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,630KNGZ · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

KNGZ, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

First Trust S&P 500 Diversified Dividend Aristocrats ETFIncome · Dividend stocks0.50%2.43%+24.2%+27.4%+20.7%+10.7%−9.4%14.4%$70M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: KNGZ 2017 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust S&P 500 Diversified Dividend Aristocrats ETF · $70M$16,630

KNGZ

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 33.3% in common

KNGZ

More Ways to See the Pairs

KNGZ vs SCHD: Top 5 Holdings

Today

KNGZ

19.5%in top 5

SCHD

in top 521.7%

KNGZStockSCHD

4.2%TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN

Cost, Income and Risk

Fees: KNGZ, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

KNGZ0.50%$50

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: KNGZ, SCHD, VIG

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+24.2%Year to dateJan 1 → Nov 12+34.2%

+27.4%1 yearTotal return+36.8%

+20.7%3 years · per year$10,000 became $17,566 · $17,257+19.9%

+10.7%5 years · per year$10,000 became $16,630 · $16,429+10.4%

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

2.43%Trailing 12-mo yield$243 · $293 a year on $10k2.93%

−9.4%Worst dropSmaller is better−6.9%

14.4%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

4.1%ACNnot top 5

3.8%QCOMnot top 5

3.8%IBMnot top 5

3.6%CMCSAnot top 5

Held in common33.3%

End-of-day Nov 12, 2026 · share of each fund

KNGZ vs SCHD Returns, Every Period

5Y

First TrustKNGZ

+10.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

KNGZSCHDFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

KNGZ vs SCHD

YTD

First TrustKNGZ

+24.2%

SCHDSchwab

+34.2%

+24.2%Year to date+34.2%

−9.4%Worst drop · 1Y−6.9%

14.4%Volatility · 1Y11.7%

2.4%Yield2.9%

$69.6MAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

KNGZ2.43%$243

VIG1.45%$145

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

KNGZ$243 − $50 = $193

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: KNGZ, SCHD, VIG

Today

33.3%most shared, KNGZ and SCHD

KNGZSCHDVIG

KNGZ—33.3%20.4%

SCHD33.3%—14.5%

VIG20.4%14.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

KNGZWorst drop−9.4%14.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDKNGZ

+34.2%Year to date+24.2%

2.9%Yield2.4%

+36.8%Past year+27.4%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

KNGZ, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three