Compare · 3 funds side by side · dividends reinvested

LDRX, SCHD and VIG

LDRXSummit Global Investments×SCHDSchwab×VIGVanguard×

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

02 / 04

LDRX, 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%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

SGI Enhanced Market Leaders ETFUnsorted0.50%0.98%+11.6%+11.0%[…][…]−10.6%14.1%$250M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: LDRX 2025 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

SGI Enhanced Market Leaders ETF · $250M[…]

LDRX

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

LDRXMeasureSCHD

+11.6%Year to dateJan 1 → Nov 4+35.3%

+11.0%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

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

0.98%Trailing 12-mo yield$98 · $291 a year on $10k2.91%

−10.6%Worst dropSmaller is better−6.9%

14.1%VolatilityLower is calmer11.5%

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

0–6SCHD wins

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

More Ways to See the Pairs

LDRX vs SCHD: Top 5 Holdings

Today

LDRX

40.5%in top 5

SCHD

in top 521.6%

LDRXStockSCHD

10.4%AAPLnot top 5

10.4%NVDAnot top 5

7.9%MSFTnot top 5

6.5%GOOGLnot top 5

5.2%AMZNnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common8.9%

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

LDRX vs SCHD Returns, Every Period

Summit Global InvestmentsLDRX

+11.0%

past year

SCHDSchwab

+41.6%

past year

LDRXSCHDFaded: behind in that period

0–2SCHD wins

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

Unsorted vs Income: LDRX vs SCHD

YTD

Summit Global InvestmentsLDRX

+11.6%

SCHDSchwab

+35.3%

+11.6%Year to date+35.3%

−10.6%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.5%

1.0%Yield2.9%

$250MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: LDRX, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

LDRX0.50%$50

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

Yields: LDRX, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

LDRX0.98%$98

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

LDRX$98 − $50 = $48

KeptFee

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

Overlap: LDRX, SCHD, VIG

Today

41.9%most shared, LDRX and VIG

LDRXSCHDVIG

LDRX—8.9%41.9%

SCHD8.9%—14.5%

VIG41.9%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

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

LDRXWorst drop−10.6%14.1% vol

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

Paid More vs Made More

YTD

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

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