Compare · 3 funds side by side · dividends reinvested

LGOV, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

LGOV, VIG and SCHD, 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 Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

First Trust Long Duration Opportunities ETFBonds & Cash · Other bonds0.49%4.53%−2.4%−1.9%+5.7%−2.5%−10.6%7.7%$616M2.5

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: LGOV 2019 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Long Duration Opportunities ETF · $616M$8,827

LGOV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

LGOVMeasureVIG

−2.4%Year to dateJan 1 → Nov 6+12.1%

−1.9%1 yearTotal return+14.3%

+5.7%3 years · per year$10,000 became $11,805 · $16,669+18.6%

−2.5%5 years · per year$10,000 became $8,827 · $16,243+10.2%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

4.53%Trailing 12-mo yield$453 · $150 a year on $10k1.50%

−10.6%Worst dropSmaller is better−7.9%

7.7%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

LGOV vs VIG: Top 5 Holdings

Today

LGOV

0.3%in top 5

VIG

in top 522.1%

LGOVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.3%MGOVnot top 5

Held in common0.0%

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

LGOV vs VIG Returns, Every Period

First TrustLGOV

−2.5%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

LGOVVIGFaded: behind in that period

0–4VIG wins

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

Bonds vs Income: LGOV vs SCHD

YTD

First TrustLGOV

−2.4%

SCHDSchwab

+31.4%

−2.4%Year to date+31.4%

−10.6%Worst drop · 1Y−6.9%

7.7%Volatility · 1Y11.7%

4.5%Yield3.0%

$616MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: LGOV, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

LGOV0.49%$49

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

Yields: LGOV, VIG, SCHD

4.53%highest, LGOV

FundTrailing yieldYield$10k

LGOV4.53%$453

SCHD3.00%$300

VIG1.50%$150

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

Income After Fees on $10,000

$404most kept, LGOV

LGOV$453 − $49 = $404

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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

Overlap: LGOV, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

LGOVVIGSCHD

LGOV—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

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

LGOVWorst drop−10.6%7.7% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

LGOVSCHD

−2.4%Year to date+31.4%

4.5%Yield3.0%

−1.9%Past year+37.0%

0.49%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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