Compare · 4 funds side by side · dividends reinvested

PDBC, SCHD, VIG and GLD

PDBCInvesco×SCHDSchwab×VIGVanguard×GLDSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$22,156GLD · best of the four

02 / 04

PDBC, SCHD, VIG and GLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.3

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFCommodities · Broad basket0.74%2.73%+40.6%+41.0%+12.6%+10.6%−16.6%21.2%$7.7B2.9

SPDR Gold SharesCommodities · Gold0.40%0.00%−6.0%+1.0%+26.3%+17.2%−28.3%29.0%$131B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: PDBC 2014 · SCHD 2011 · VIG 2006 · GLD 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.7B$16,575

PDBC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

PDBCMeasureSCHD

+40.6%Year to dateJan 1 → Nov 4+35.3%

+41.0%1 yearTotal return+41.6%

+12.6%3 years · per year$10,000 became $14,287 · $17,908+21.4%

+10.6%5 years · per year$10,000 became $16,575 · $16,881+11.0%

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

2.73%Trailing 12-mo yield$273 · $291 a year on $10k2.91%

−16.6%Worst dropSmaller is better−6.9%

21.2%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 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 521.6%

PDBCStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

PDBC vs SCHD Returns, Every Period

InvescoPDBC

+10.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PDBCSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Commodities vs Income: PDBC vs SCHD

YTD

InvescoPDBC

+40.6%

SCHDSchwab

+35.3%

+40.6%Year to date+35.3%

−16.6%Worst drop · 1Y−6.9%

21.2%Volatility · 1Y11.5%

2.7%Yield2.9%

$7.7BAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PDBC, SCHD, VIG, GLD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

GLD0.40%$40

PDBC0.74%$74

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PDBC, SCHD, VIG, GLD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

PDBC2.73%$273

VIG1.44%$144

GLD0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

PDBC$273 − $74 = $199

VIG$144 − $4 = $140

GLD$0 − $40 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PDBC, SCHD, VIG, GLD

Today

14.5%most shared, SCHD and VIG

PDBCSCHDVIGGLD

PDBC—[…][…][…]

SCHD[…]—14.5%[…]

VIG[…]14.5%—[…]

GLD[…][…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

PDBCWorst drop−16.6%21.2% vol

GLDWorst drop−28.3%29.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPDBC

+35.3%Year to date+40.6%

2.9%Yield2.7%

+41.6%Past year+41.0%

0.06%Fee0.74%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

GLDM vs GLD

YTD

SPDRGLDM

−5.8%

GLDSPDR

−6.0%

−5.8%Year to date−6.0%

0.10% · $10Fee · on $10k a year0.40% · $40

$29.7BAssets$131B

2–0GLDM wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026