Compare · 3 funds side by side · dividends reinvested

LLDR, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

LLDR, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.0

Global X - Long-Term Treasury Ladder ETFBonds & Cash · International0.12%4.85%−2.1%−3.5%[…][…]−11.2%8.6%$38M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: LLDR 2024 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Long-Term Treasury Ladder ETF · $38M[…]

LLDR

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested

LLDRMeasureVIG

−2.1%Year to dateJan 1 → Nov 5+12.5%

−3.5%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

4.85%Trailing 12-mo yield$485 · $149 a year on $10k1.49%

−11.2%Worst dropSmaller is better−7.9%

8.6%VolatilityLower is calmer10.8%

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

2–4VIG wins

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

More Ways to See the Pairs

LLDR vs VIG: Top 5 Holdings

Today

LLDR

[…]in top 5

VIG

in top 522.1%

LLDRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

LLDR vs VIG Returns, Every Period

Global XLLDR

−3.5%

past year

VIGVanguard

+15.2%

past year

LLDRVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: LLDR vs SCHD

YTD

Global XLLDR

−2.1%

SCHDSchwab

+32.3%

−2.1%Year to date+32.3%

−11.2%Worst drop · 1Y−6.9%

8.6%Volatility · 1Y11.7%

4.8%Yield3.0%

$37.6MAssets$120B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LLDR, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

LLDR0.12%$12

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LLDR, VIG, SCHD

4.85%highest, LLDR

FundTrailing yieldYield$10k

LLDR4.85%$485

SCHD2.98%$298

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, LLDR

LLDR$485 − $12 = $473

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LLDR, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

LLDRVIGSCHD

LLDR—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

LLDRWorst drop−11.2%8.6% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LLDRSCHD

−2.1%Year to date+32.3%

4.8%Yield3.0%

−3.5%Past year+38.7%

0.12%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026