Compare · 3 funds side by side · dividends reinvested

LIBD, VIG and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

Story of the three · IncomeMost incomeLIBD · 3.95% · $395 a year on $10k

Story of the three · RiskSmallest drop

LIBD, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.9

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%3.95%−4.4%−6.3%[…][…]−11.0%8.4%$4M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: LIBD 2025 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4M[…]

LIBD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested

LIBDMeasure

More Ways to See the Pairs

LIBD vs SCHD: Top 5 Holdings

Today

LIBD

[…]in top 5

SCHD

in top 521.7%

LIBDStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: LIBD, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

LIBD0.25%$25

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: LIBD, VIG, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SCHD

−4.4%Year to dateJan 1 → Nov 11+34.6%

−6.3%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

3.95%Trailing 12-mo yield$395 · $293 a year on $10k2.93%

−11.0%Worst dropSmaller is better−6.9%

8.4%VolatilityLower is calmer11.8%

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

2–4SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

LIBD vs SCHD Returns, Every Period

1Y

Stone RidgeLIBD

−6.3%

past year

SCHDSchwab

+39.3%

past year

LIBDSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: LIBD vs SCHD

YTD

Stone RidgeLIBD

−4.4%

SCHDSchwab

+34.6%

−4.4%Year to date+34.6%

−11.0%Worst drop · 1Y−6.9%

8.4%Volatility · 1Y11.8%

4.0%Yield2.9%

$4.0MAssets$123B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.95%highest, LIBD

FundTrailing yieldYield$10k

LIBD3.95%$395

SCHD2.93%$293

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$370most kept, LIBD

LIBD$395 − $25 = $370

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: LIBD, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

LIBDVIGSCHD

LIBD—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

LIBDWorst drop−11.0%8.4% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

LIBDSCHD

−4.4%Year to date+34.6%

4.0%Yield2.9%

−6.3%Past year+39.3%

0.25%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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LIBD, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three