Compare · 3 funds side by side · dividends reinvested

PSCF, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

PSCF, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.3

Invesco S&P SmallCap Financials ETFSectors · Financials0.29%2.19%+12.8%+18.9%+20.4%+3.7%−11.4%16.3%$31M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: PSCF 2010 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Financials ETF · $31M$12,011

PSCF

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

PSCFMeasureVIG

+12.8%Year to dateJan 1 → Nov 5+12.5%

+18.9%1 yearTotal return+15.2%

+20.4%3 years · per year$10,000 became $17,434 · $16,814+18.9%

+3.7%5 years · per year$10,000 became $12,011 · $16,331+10.3%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

2.19%Trailing 12-mo yield$219 · $149 a year on $10k1.49%

−11.4%Worst dropSmaller is better−7.9%

16.3%VolatilityLower is calmer10.8%

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

4–4Level

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

More Ways to See the Pairs

PSCF vs VIG: Top 5 Holdings

Today

PSCF

8.8%in top 5

VIG

in top 522.1%

PSCFStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.1%RHPnot top 5

1.9%JXNnot top 5

1.6%TRNOnot top 5

1.6%MACnot top 5

1.6%LNCnot top 5

Held in common0.2%

End-of-day Nov 5, 2026 · share of each fund

PSCF vs VIG Returns, Every Period

InvescoPSCF

+3.7%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

PSCFVIGFaded: behind in that period

3–1PSCF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: PSCF vs SCHD

YTD

InvescoPSCF

+12.8%

SCHDSchwab

+32.3%

+12.8%Year to date+32.3%

−11.4%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.7%

2.2%Yield3.0%

$30.6MAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSCF, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

PSCF0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PSCF, VIG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

PSCF2.19%$219

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

PSCF$219 − $29 = $190

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PSCF, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

PSCFVIGSCHD

PSCF—0.2%0.7%

VIG0.2%—14.5%

SCHD0.7%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

PSCFWorst drop−11.4%16.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPSCF

+32.3%Year to date+12.8%

3.0%Yield2.2%

+38.7%Past year+18.9%

0.06%Fee0.29%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026