Compare · 3 funds side by side · dividends reinvested

PBP, 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

PBP, 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%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

Invesco S&P 500 BuyWrite ETFIncome · Covered calls0.29%11.72%+7.6%+12.2%+13.8%+7.0%−5.2%8.3%$389M2.3

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: PBP 2007 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 BuyWrite ETF · $389M$14,047

PBP

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

PBPMeasureSCHD

+7.6%Year to dateJan 1 → Nov 5+32.3%

+12.2%1 yearTotal return+38.7%

+13.8%3 years · per year$10,000 became $14,719 · $17,414+20.3%

+7.0%5 years · per year$10,000 became $14,047 · $16,375+10.4%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

11.72%Trailing 12-mo yield$1,172 · $298 a year on $10k2.98%

−5.2%Worst dropSmaller is better−6.9%

8.3%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

PBP vs SCHD: Top 5 Holdings

Today

PBP

28.0%in top 5

SCHD

in top 521.7%

PBPStockSCHD

7.8%AAPLnot top 5

7.4%NVDAnot top 5

6.3%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common8.5%

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

PBP vs SCHD Returns, Every Period

InvescoPBP

+7.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PBPSCHDFaded: behind in that period

0–4SCHD wins

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

PBP vs SCHD

YTD

InvescoPBP

+7.6%

SCHDSchwab

+32.3%

+7.6%Year to date+32.3%

−5.2%Worst drop · 1Y−6.9%

8.3%Volatility · 1Y11.7%

11.7%Yield3.0%

$389MAssets$123B

3–1PBP wins

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

Cost, Income and Risk

Fees: PBP, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PBP0.29%$29

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

Yields: PBP, SCHD, VIG

11.72%highest, PBP

FundTrailing yieldYield$10k

PBP11.72%$1,172

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$1,143most kept, PBP

PBP$1,172 − $29 = $1,143

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: PBP, SCHD, VIG

Today

42.7%most shared, PBP and VIG

PBPSCHDVIG

PBP—8.5%42.7%

SCHD8.5%—14.5%

VIG42.7%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

PBPWorst drop−5.2%8.3% 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

PBPSCHD

+7.6%Year to date+32.3%

11.7%Yield3.0%

+12.2%Past year+38.7%

0.29%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%

$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