Compare · 3 funds side by side · dividends reinvested

PEX, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

PEX, SCHD and VIG, 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%$121B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

ProShares Global Listed Private Equity ETFInternational · Global2.75%5.36%−2.0%−2.8%+9.5%+0.1%−18.7%16.8%$11M2.8

Rank among the three1st → 3rdFee, 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: PEX 2013 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Global Listed Private Equity ETF · $11M$10,067

PEX

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

PEXMeasureSCHD

−2.0%Year to dateJan 1 → Nov 4+35.3%

−2.8%1 yearTotal return+41.6%

+9.5%3 years · per year$10,000 became $13,134 · $17,908+21.4%

+0.1%5 years · per year$10,000 became $10,067 · $16,881+11.0%

2.75%Expense ratio$275 · $6 a year on $10k · lower is better0.06%

5.36%Trailing 12-mo yield$536 · $291 a year on $10k2.91%

−18.7%Worst dropSmaller is better−6.9%

16.8%VolatilityLower is calmer11.5%

PEXSCHD 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

PEX vs SCHD: Top 5 Holdings

Today

PEX

40.0%in top 5

SCHD

in top 521.6%

PEXStockSCHD

10.2%IIInot top 5

9.6%ARCCnot top 5

8.2%SOFnot top 5

7.5%MAINnot top 5

not top 5TXN4.8%

4.4%GBDCnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.6%

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

PEX vs SCHD Returns, Every Period

ProSharesPEX

+0.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PEXSCHDFaded: behind in that period

0–4SCHD wins

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

International vs Income: PEX vs SCHD

YTD

ProSharesPEX

−2.0%

SCHDSchwab

+35.3%

−2.0%Year to date+35.3%

−18.7%Worst drop · 1Y−6.9%

16.8%Volatility · 1Y11.5%

5.4%Yield2.9%

$10.8MAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: PEX, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PEX2.75%$275

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

Yields: PEX, SCHD, VIG

5.36%highest, PEX

FundTrailing yieldYield$10k

PEX5.36%$536

SCHD2.91%$291

VIG1.44%$144

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

PEX$536 − $275 = $261

VIG$144 − $4 = $140

KeptFee

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

Overlap: PEX, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

PEXSCHDVIG

PEX—0.6%0.0%

SCHD0.6%—14.5%

VIG0.0%14.5%—

End-of-day Nov 4, 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

PEXWorst drop−18.7%16.8% vol

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

Paid More vs Made More

YTD

PEXSCHD

−2.0%Year to date+35.3%

5.4%Yield2.9%

−2.8%Past year+41.6%

2.75%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026