Compare · 3 funds side by side · dividends reinvested

OCTT, SCHD and VIG

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

02 / 04

OCTT, SCHD and VIG, 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%$123B1.5

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

AllianzIM U.S. Equity Buffer10 Oct ETFDefined Outcome · Buffer0.74%0.00%+8.6%+10.3%+15.0%+9.7%−5.8%8.5%$124M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: OCTT 2020 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Oct ETF · $124M$15,873

OCTT

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

OCTTMeasureSCHD

+8.6%Year to dateJan 1 → Nov 5+32.3%

+10.3%1 yearTotal return+38.7%

+15.0%3 years · per year$10,000 became $15,204 · $17,414+20.3%

+9.7%5 years · per year$10,000 became $15,873 · $16,375+10.4%

0.74%Expense ratio$74 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $298 a year on $10k2.98%

−5.8%Worst dropSmaller is better−6.9%

8.5%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

OCTT vs SCHD: Top 5 Holdings

Today

OCTT

[…]in top 5

SCHD

in top 521.7%

OCTTStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

OCTT vs SCHD Returns, Every Period

AllianzIMOCTT

+9.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

OCTTSCHDFaded: behind in that period

0–4SCHD wins

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

Defined Outcome vs Income: OCTT vs SCHD

YTD

AllianzIMOCTT

+8.6%

SCHDSchwab

+32.3%

+8.6%Year to date+32.3%

−5.8%Worst drop · 1Y−6.9%

8.5%Volatility · 1Y11.7%

0.0%Yield3.0%

$124MAssets$123B

2–2level

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

Cost, Income and Risk

Fees: OCTT, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

OCTT0.74%$74

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

Yields: OCTT, SCHD, VIG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

OCTT0.00%$0

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

OCTT$0 − $74 = −$74

KeptFee

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

Overlap: OCTT, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

OCTTSCHDVIG

OCTT—[…][…]

SCHD[…]—14.5%

VIG[…]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

OCTTWorst drop−5.8%8.5% 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

SCHDVIG

+32.3%Year to date+12.5%

3.0%Yield1.5%

+38.7%Past year+15.2%

0.06%Fee0.04%

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%

$46.1BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026