Compare · 3 funds side by side · dividends reinvested

PJP, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,811PJP · best of the three

02 / 04

PJP, 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%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

Invesco Pharmaceuticals ETFSectors · Health care0.58%0.86%+26.9%+37.1%+25.5%+12.2%−9.4%17.6%$579M2.3

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: PJP 2005 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Pharmaceuticals ETF · $579M$17,811

PJP

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

PJPMeasureSCHD

+26.9%Year to dateJan 1 → Nov 4+35.3%

+37.1%1 yearTotal return+41.6%

+25.5%3 years · per year$10,000 became $19,752 · $17,908+21.4%

+12.2%5 years · per year$10,000 became $17,811 · $16,881+11.0%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

0.86%Trailing 12-mo yield$86 · $291 a year on $10k2.91%

−9.4%Worst dropSmaller is better−6.9%

17.6%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PJP vs SCHD: Top 5 Holdings

Today

PJP

29.2%in top 5

SCHD

in top 521.6%

PJPStockSCHD

6.1%LLYnot top 5

6.1%GILDnot top 5

5.8%ABBVnot top 5

5.6%PFEnot top 5

5.6%AMGNnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common14.5%

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

PJP vs SCHD Returns, Every Period

InvescoPJP

+12.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PJPSCHDFaded: behind in that period

2–2Level

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

Sector vs Income: PJP vs SCHD

YTD

InvescoPJP

+26.9%

SCHDSchwab

+35.3%

+26.9%Year to date+35.3%

−9.4%Worst drop · 1Y−6.9%

17.6%Volatility · 1Y11.5%

0.9%Yield2.9%

$579MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PJP, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PJP0.58%$58

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

Yields: PJP, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

PJP0.86%$86

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

PJP$86 − $58 = $28

KeptFee

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

Overlap: PJP, SCHD, VIG

Today

14.5%most shared, PJP and SCHD

PJPSCHDVIG

PJP—14.5%13.1%

SCHD14.5%—14.5%

VIG13.1%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

PJPWorst drop−9.4%17.6% vol

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

Paid More vs Made More

YTD

SCHDPJP

+35.3%Year to date+26.9%

2.9%Yield0.9%

+41.6%Past year+37.1%

0.06%Fee0.58%

4–0SCHD 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%

$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

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 4, 2026