Compare · 3 funds side by side · dividends reinvested

PLIB, 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

PLIB, 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%$123B1.5

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

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETFThematic Income · A single stock0.99%14.91%[…][…][…][…][…][…]$3M2.0

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: PLIB 2026 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

PLIB

Direxion Shares ETF Trust - Direxion PLTR Defined Income Boost ETF · $3M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasurePLIB

+35.3%Year to dateJan 1 → Nov 4[…]

+41.6%1 yearTotal return[…]

+21.4%3 years · per year$10,000 became $17,908 · […][…]

+11.0%5 years · per year$10,000 became $16,881 · […][…]

0.06%Expense ratio$6 · $99 a year on $10k · lower is better0.99%

2.91%Trailing 12-mo yield$291 · $1,491 a year on $10k14.91%

−6.9%Worst dropSmaller is better[…]

11.5%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

SCHD vs PLIB: Top 5 Holdings

Today

SCHD

21.6%in top 5

PLIB

in top 53.4%

SCHDStockPLIB

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 5PLTR3.4%

Held in common0.0%

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

SCHD vs PLIB Returns, Every Period

SchwabSCHD

+41.6%

past year

PLIBDirexion

[…]

past year

Returns […]

SCHDPLIBFaded: behind in that period

0–0Level

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

SCHD vs PLIB

YTD

SchwabSCHD

+35.3%

PLIBDirexion

[…]

+35.3%Year to date[…]

−6.9%Worst drop · 1Y[…]

11.5%Volatility · 1Y[…]

2.9%Yield14.9%

$123BAssets$2.8M

1–0PLIB wins

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

Cost, Income and Risk

Fees: PLIB, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PLIB0.99%$99

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

Yields: PLIB, SCHD, VIG

14.91%highest, PLIB

FundTrailing yieldYield$10k

PLIB14.91%$1,491

SCHD2.91%$291

VIG1.44%$144

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

Income After Fees on $10,000

$1,392most kept, PLIB

PLIB$1,491 − $99 = $1,392

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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

Overlap: PLIB, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

PLIBSCHDVIG

PLIB—0.0%0.0%

SCHD0.0%—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

PLIBWorst drop[…][…]

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

Paid More vs Made More

YTD

PLIBSCHD

[…]Year to date+35.3%

14.9%Yield2.9%

[…]Past year+41.6%

0.99%Fee0.06%

1–1level

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