Compare · 4 funds side by side · dividends reinvested

PIPE, SCHD, VIG and DGRO

PIPEInvesco×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

PIPE, SCHD, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B2.0

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.18%+19.1%+25.4%[…][…]−10.7%17.3%$62M2.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B3.0

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: PIPE 2025 · SCHD 2011 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Invesco SteelPath MLP & Energy Infrastructure ETF · $62M[…]

PIPE

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

PIPEMeasureSCHD

+19.1%Year to dateJan 1 → Nov 6+31.4%

+25.4%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

4.18%Trailing 12-mo yield$418 · $300 a year on $10k3.00%

−10.7%Worst dropSmaller is better−6.9%

17.3%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

PIPE vs SCHD: Top 5 Holdings

Today

PIPE

32.9%in top 5

SCHD

in top 521.4%

PIPEStockSCHD

8.7%TRGPnot top 5

6.9%PAGPnot top 5

6.1%TRPnot top 5

6.0%WMBnot top 5

5.3%LNGnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common1.3%

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

PIPE vs SCHD Returns, Every Period

InvescoPIPE

+25.4%

past year

SCHDSchwab

+37.0%

past year

PIPESCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: PIPE vs SCHD

YTD

InvescoPIPE

+19.1%

SCHDSchwab

+31.4%

+19.1%Year to date+31.4%

−10.7%Worst drop · 1Y−6.9%

17.3%Volatility · 1Y11.7%

4.2%Yield3.0%

$62.5MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: PIPE, SCHD, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DGRO0.08%$8

PIPE0.75%$75

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

Yields: PIPE, SCHD, VIG, DGRO

4.18%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.18%$418

SCHD3.00%$300

DGRO1.87%$187

VIG1.50%$150

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

Income After Fees on $10,000

$343most kept, PIPE

PIPE$418 − $75 = $343

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

KeptFee

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

Overlap: PIPE, SCHD, VIG, DGRO

Today

68.1%most shared, VIG and DGRO

PIPESCHDVIGDGRO

PIPE—1.3%0.1%0.2%

SCHD1.3%—14.5%21.3%

VIG0.1%14.5%—68.1%

DGRO0.2%21.3%68.1%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

PIPEWorst drop−10.7%17.3% vol

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

Paid More vs Made More

YTD

PIPESCHD

+19.1%Year to date+31.4%

4.2%Yield3.0%

+25.4%Past year+37.0%

0.75%Fee0.06%

3–1SCHD wins

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026