Compare · 3 funds side by side · dividends reinvested

POWR, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,619POWR · best of the three

02 / 04

POWR, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.9

iShares U.S. Power Infrastructure ETFThematic · Infrastructure0.39%6.25%+9.2%+6.3%+6.2%+10.7%−13.8%18.2%$454M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: POWR 2012 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Power Infrastructure ETF · $454M$16,619

POWR

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

POWRMeasureSCHD

+9.2%Year to dateJan 1 → Nov 3+32.8%

+6.3%1 yearTotal return+37.6%

+6.2%3 years · per year$10,000 became $11,992 · $17,784+21.2%

+10.7%5 years · per year$10,000 became $16,619 · $16,352+10.3%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

6.25%Trailing 12-mo yield$625 · $297 a year on $10k2.97%

−13.8%Worst dropSmaller is better−6.9%

18.2%VolatilityLower is calmer11.4%

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

2–6SCHD wins

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

More Ways to See the Pairs

POWR vs SCHD: Top 5 Holdings

Today

POWR

28.2%in top 5

SCHD

in top 521.4%

POWRStockSCHD

6.2%NEEnot top 5

6.1%PWRnot top 5

5.5%GEVnot top 5

5.5%ETNnot top 5

4.9%EQTnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common0.1%

End-of-day Nov 3, 2026 · share of each fund

POWR vs SCHD Returns, Every Period

iSharesPOWR

+10.7%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

POWRSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: POWR vs SCHD

YTD

iSharesPOWR

+9.2%

SCHDSchwab

+32.8%

+9.2%Year to date+32.8%

−13.8%Worst drop · 1Y−6.9%

18.2%Volatility · 1Y11.4%

6.3%Yield3.0%

$454MAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: POWR, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

POWR0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: POWR, SCHD, VIG

6.25%highest, POWR

FundTrailing yieldYield$10k

POWR6.25%$625

SCHD2.97%$297

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$586most kept, POWR

POWR$625 − $39 = $586

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: POWR, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

POWRSCHDVIG

POWR—0.1%2.8%

SCHD0.1%—14.5%

VIG2.8%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

POWRWorst drop−13.8%18.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

POWRSCHD

+9.2%Year to date+32.8%

6.3%Yield3.0%

+6.3%Past year+37.6%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026