Compare · 3 funds side by side · dividends reinvested

LCAP, SCHD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

LCAP, SCHD and VYM, 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

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.5

Principal Capital Appreciation Select ETFUnsorted0.29%0.10%+9.7%+9.2%[…][…]−9.3%14.1%$1.8B3.0

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: LCAP 2025 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Principal Capital Appreciation Select ETF · $1.8B[…]

LCAP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

LCAPMeasureSCHD

+9.7%Year to dateJan 1 → Nov 6+31.4%

+9.2%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

0.10%Trailing 12-mo yield$10 · $300 a year on $10k3.00%

−9.3%Worst dropSmaller is better−6.9%

14.1%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCAP vs SCHD: Top 5 Holdings

Today

LCAP

28.3%in top 5

SCHD

in top 521.4%

LCAPStockSCHD

7.4%AAPLnot top 5

6.5%NVDAnot top 5

6.3%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

4.1%GOOGLnot top 5

not top 5AMGN4.1%

4.1%AMZNnot top 5

Held in common4.3%

End-of-day Nov 6, 2026 · share of each fund

LCAP vs SCHD Returns, Every Period

PrincipalLCAP

+9.2%

past year

SCHDSchwab

+37.0%

past year

LCAPSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LCAP vs SCHD

YTD

PrincipalLCAP

+9.7%

SCHDSchwab

+31.4%

+9.7%Year to date+31.4%

−9.3%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.7%

0.1%Yield3.0%

$1.8BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCAP, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

LCAP0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LCAP, SCHD, VYM

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VYM2.31%$231

LCAP0.10%$10

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

LCAP$10 − $29 = −$19

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LCAP, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

LCAPSCHDVYM

LCAP—4.3%15.6%

SCHD4.3%—21.9%

VYM15.6%21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

LCAPWorst drop−9.3%14.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVYM

+31.4%Year to date+12.8%

3.0%Yield2.3%

+37.0%Past year+16.5%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026