Compare · 4 funds side by side · dividends reinvested

PDBC, SCHD, VIG and DGRO

PDBCInvesco×SCHDSchwab×VIGVanguard×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

PDBC, SCHD, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.1

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFCommodities · Broad basket0.74%2.71%+41.7%+43.6%+13.1%+10.9%−16.6%21.2%$7.6B2.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B3.1

Rank among the four1st → 4thFee, 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: PDBC 2014 · SCHD 2011 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.6B$16,744

PDBC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

PDBCMeasureSCHD

+41.7%Year to dateJan 1 → Nov 6+31.4%

+43.6%1 yearTotal return+37.0%

+13.1%3 years · per year$10,000 became $14,450 · $17,266+20.0%

+10.9%5 years · per year$10,000 became $16,744 · $16,267+10.2%

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

2.71%Trailing 12-mo yield$271 · $300 a year on $10k3.00%

−16.6%Worst dropSmaller is better−6.9%

21.2%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PDBC vs SCHD: Top 5 Holdings

Today

PDBC

[…]in top 5

SCHD

in top 521.4%

PDBCStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

PDBC vs SCHD Returns, Every Period

InvescoPDBC

+10.9%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

PDBCSCHDFaded: behind in that period

3–1PDBC wins

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

Commodities vs Income: PDBC vs SCHD

YTD

InvescoPDBC

+41.7%

SCHDSchwab

+31.4%

+41.7%Year to date+31.4%

−16.6%Worst drop · 1Y−6.9%

21.2%Volatility · 1Y11.7%

2.7%Yield3.0%

$7.6BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: PDBC, SCHD, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DGRO0.08%$8

PDBC0.74%$74

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

Yields: PDBC, SCHD, VIG, DGRO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

PDBC2.71%$271

DGRO1.87%$187

VIG1.50%$150

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

PDBC$271 − $74 = $197

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

KeptFee

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

Overlap: PDBC, SCHD, VIG, DGRO

Today

68.1%most shared, VIG and DGRO

PDBCSCHDVIGDGRO

PDBC—[…][…][…]

SCHD[…]—14.5%21.3%

VIG[…]14.5%—68.1%

DGRO[…]21.3%68.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+43.6%PDBC, at 21.2% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

PDBCWorst drop−16.6%21.2% vol

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

Paid More vs Made More

YTD

SCHDPDBC

+31.4%Year to date+41.7%

3.0%Yield2.7%

+37.0%Past year+43.6%

0.06%Fee0.74%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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