Compare · 3 funds side by side · dividends reinvested

PBW, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

PBW, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.45%−9.3%−11.7%+3.3%−19.8%−47.1%43.2%$306M2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: PBW 2005 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco WilderHill Clean Energy ETF · $306M$3,327

PBW

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

PBWMeasureVIG

−9.3%Year to dateJan 1 → Nov 9+14.8%

−11.7%1 yearTotal return+17.6%

+3.3%3 years · per year$10,000 became $11,032 · $16,775+18.8%

−19.8%5 years · per year$10,000 became $3,327 · $16,638+10.7%

0.63%Expense ratio$63 · $4 a year on $10k · lower is better0.04%

2.45%Trailing 12-mo yield$245 · $146 a year on $10k1.46%

−47.1%Worst dropSmaller is better−7.9%

43.2%VolatilityLower is calmer11.0%

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

1–7VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBW vs VIG: Top 5 Holdings

Today

PBW

11.6%in top 5

VIG

in top 522.1%

PBWStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.0%ARRYnot top 5

2.5%NXTnot top 5

2.1%JKSnot top 5

2.0%CDLRnot top 5

2.0%FSLRnot top 5

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

PBW vs VIG Returns, Every Period

InvescoPBW

−19.8%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

PBWVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: PBW vs SCHD

YTD

InvescoPBW

−9.3%

SCHDSchwab

+33.2%

−9.3%Year to date+33.2%

−47.1%Worst drop · 1Y−6.9%

43.2%Volatility · 1Y11.8%

2.5%Yield3.0%

$306MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBW, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PBW0.63%$63

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PBW, VIG, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

PBW2.45%$245

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

PBW$245 − $63 = $182

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PBW, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

PBWVIGSCHD

PBW—0.1%0.0%

VIG0.1%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

PBWWorst drop−47.1%43.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.2%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026