Compare · 4 funds side by side · dividends reinvested

PSCD, SCHD, VIG and XLF

PSCDInvesco×SCHDSchwab×VIGVanguard×XLFSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

PSCD, SCHD, VIG and XLF, 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%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B3.1

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%1.00%+11.4%+14.7%+13.9%+2.3%−14.2%23.6%$25M3.5

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: PSCD 2010 · SCHD 2011 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Consumer Discretionary ETF · $25M$11,198

PSCD

SCHD

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

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

PSCDMeasureSCHD

+11.4%Year to dateJan 1 → Nov 6+31.4%

+14.7%1 yearTotal return+37.0%

+13.9%3 years · per year$10,000 became $14,779 · $17,266+20.0%

+2.3%5 years · per year$10,000 became $11,198 · $16,267+10.2%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

1.00%Trailing 12-mo yield$100 · $300 a year on $10k3.00%

−14.2%Worst dropSmaller is better−6.9%

23.6%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

PSCD vs SCHD: Top 5 Holdings

Today

PSCD

16.7%in top 5

SCHD

in top 521.4%

PSCDStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.7%LTHnot top 5

3.5%VSXYnot top 5

3.2%POOLnot top 5

3.2%ETSYnot top 5

3.1%MHKnot top 5

Held in common0.1%

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

PSCD vs SCHD Returns, Every Period

InvescoPSCD

+2.3%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

PSCDSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: PSCD vs SCHD

YTD

InvescoPSCD

+11.4%

SCHDSchwab

+31.4%

+11.4%Year to date+31.4%

−14.2%Worst drop · 1Y−6.9%

23.6%Volatility · 1Y11.7%

1.0%Yield3.0%

$25.4MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PSCD, SCHD, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XLF0.08%$8

PSCD0.29%$29

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

Yields: PSCD, SCHD, VIG, XLF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

XLF1.44%$144

PSCD1.00%$100

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

XLF$144 − $8 = $136

PSCD$100 − $29 = $71

KeptFee

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

Overlap: PSCD, SCHD, VIG, XLF

Today

19.5%most shared, VIG and XLF

PSCDSCHDVIGXLF

PSCD—0.1%0.0%0.0%

SCHD0.1%—14.5%3.4%

VIG0.0%14.5%—19.5%

XLF0.0%3.4%19.5%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

XLFWorst drop−14.8%15.3% vol

PSCDWorst drop−14.2%23.6% vol

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

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

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