Compare · 3 funds side by side · dividends reinvested

PDBC, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,613PDBC · best of the three

02 / 04

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

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

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%$7.7B2.5

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: PDBC 2014 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · $7.7B$16,613

PDBC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested

PDBCMeasureVIG

+40.6%Year to dateJan 1 → Nov 5+16.4%

+41.0%1 yearTotal return+18.9%

+12.6%3 years · per year$10,000 became $14,287 · $17,533+20.6%

+10.6%5 years · per year$10,000 became $16,575 · $17,005+11.2%

0.74%Expense ratio$74 · $4 a year on $10k · lower is better0.04%

2.73%Trailing 12-mo yield$273 · $144 a year on $10k1.44%

−16.6%Worst dropSmaller is better−7.9%

21.2%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

PDBC vs VIG: Top 5 Holdings

Today

PDBC

[…]in top 5

VIG

in top 522.1%

PDBCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

PDBC vs VIG Returns, Every Period

InvescoPDBC

+10.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

PDBCVIGFaded: behind in that period

2–2Level

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

Cost, Income and Risk

Fees: PDBC, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PDBC0.74%$74

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

Yields: PDBC, VIG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

PDBC2.73%$273

VIG1.44%$144

End-of-day Nov 5, 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

KeptFee

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

Overlap: PDBC, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

PDBCVIGSCHD

PDBC—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 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

End-of-day Nov 5, 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 5, 2026

Popular Pairs Near These Three

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 5, 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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026