Compare · 4 funds side by side · dividends reinvested

PSAI, VUG, SCHD and VO

PSAIPacer×VUGVanguard×SCHDSchwab×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

PSAI, VUG, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Pacer Funds Trust - Pacer S&P 500 3AI Top 100 ETFUS Stock Styles · Large cap0.49%0.09%[…][…][…][…][…][…]$2M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PSAI 2026 · VUG 2004 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Funds Trust - Pacer S&P 500 3AI Top 100 ETF · $2M[…]

PSAI

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

PSAIMeasureVUG

[…]Year to dateJan 1 → Nov 9+4.2%

[…]1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.09%Trailing 12-mo yield$9 · $41 a year on $10k0.41%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.1%

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

0–2VUG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSAI vs VUG: Top 5 Holdings

Today

PSAI

7.5%in top 5

VUG

in top 545.2%

PSAIStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.9%EGnot top 5

1.4%APAnot top 5

1.4%AIZnot top 5

1.4%NEMnot top 5

1.4%VLOnot top 5

Held in common2.5%

End-of-day Nov 9, 2026 · share of each fund

PSAI vs VUG Returns, Every Period

PacerPSAI

[…]

past year

VUGVanguard

+4.7%

past year

Returns […]

PSAIVUGFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PSAI vs SCHD

YTD

PacerPSAI

[…]

SCHDSchwab

+33.2%

[…]Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.1%Yield3.0%

$2.3MAssets$122B

1–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSAI, VUG, SCHD, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SCHD0.06%$6

PSAI0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PSAI, VUG, SCHD, VO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VO1.35%$135

VUG0.41%$41

PSAI0.09%$9

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VO$135 − $3 = $132

VUG$41 − $3 = $38

PSAI$9 − $49 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PSAI, VUG, SCHD, VO

Today

21.2%most shared, PSAI and VO

PSAIVUGSCHDVO

PSAI—2.5%11.3%21.2%

VUG2.5%—0.8%10.2%

SCHD11.3%0.8%—6.9%

VO21.2%10.2%6.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

PSAIWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVO

+33.2%Year to date+13.6%

3.0%Yield1.4%

+39.1%Past year+15.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026