Compare · 3 funds side by side · dividends reinvested

LTL, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,976LTL · best of the three

02 / 04

LTL, 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

ProShares Ultra Communication ServicesLeveraged · 2x1.83%1.32%−25.3%−19.9%+27.2%+16.0%−33.9%33.7%$4M2.5

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: LTL 2008 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Ultra Communication Services · $4M$20,976

LTL

VIG

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

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

LTLMeasureVIG

−25.3%Year to dateJan 1 → Nov 6+12.1%

−19.9%1 yearTotal return+14.3%

+27.2%3 years · per year$10,000 became $20,587 · $16,669+18.6%

+16.0%5 years · per year$10,000 became $20,976 · $16,243+10.2%

1.83%Expense ratio$183 · $4 a year on $10k · lower is better0.04%

1.32%Trailing 12-mo yield$132 · $150 a year on $10k1.50%

−33.9%Worst dropSmaller is better−7.9%

33.7%VolatilityLower is calmer10.8%

LTLVIG 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

LTL vs VIG: Top 5 Holdings

Today

LTL

29.3%in top 5

VIG

in top 522.1%

LTLStockVIG

11.8%METAnot top 5

6.1%GOOGLnot top 5

4.9%GOOGnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.3%APPnot top 5

3.2%DISnot top 5

Held in common0.0%

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

LTL vs VIG Returns, Every Period

ProSharesLTL

+16.0%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

LTLVIGFaded: behind in that period

2–2Level

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

Leveraged vs Income: LTL vs SCHD

YTD

ProSharesLTL

−25.3%

SCHDSchwab

+31.4%

−25.3%Year to date+31.4%

−33.9%Worst drop · 1Y−6.9%

33.7%Volatility · 1Y11.7%

1.3%Yield3.0%

$4.0MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: LTL, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

LTL1.83%$183

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

Yields: LTL, VIG, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

LTL1.32%$132

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

LTL$132 − $183 = −$51

KeptFee

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

Overlap: LTL, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

LTLVIGSCHD

LTL—0.0%4.7%

VIG0.0%—14.5%

SCHD4.7%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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

LTLWorst drop−33.9%33.7% vol

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

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026