Compare · 3 funds side by side · dividends reinvested

RODM, 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

RODM, 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%$123B1.8

Hartford Multifactor Developed Markets (ex-US) ETFInternational · Developed0.29%2.72%+17.1%+23.2%+24.4%+11.1%−7.1%11.3%$1.7B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.3

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: RODM 2015 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Developed Markets (ex-US) ETF · $1.7B$16,903

RODM

SCHD

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

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

RODMMeasureSCHD

+17.1%Year to dateJan 1 → Nov 4+35.3%

+23.2%1 yearTotal return+41.6%

+24.4%3 years · per year$10,000 became $19,237 · $17,908+21.4%

+11.1%5 years · per year$10,000 became $16,903 · $16,881+11.0%

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

2.72%Trailing 12-mo yield$272 · $291 a year on $10k2.91%

−7.1%Worst dropSmaller is better−6.9%

11.3%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

RODM vs SCHD: Top 5 Holdings

Today

RODM

5.1%in top 5

SCHD

in top 521.6%

RODMStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.1%ERIC-B.Snot top 5

1.0%TTE.PAnot top 5

1.0%ROP.SWnot top 5

1.0%NOVN.SWnot top 5

1.0%EQNR.OLnot top 5

Held in common0.0%

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

RODM vs SCHD Returns, Every Period

HartfordRODM

+11.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

RODMSCHDFaded: behind in that period

2–2Level

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

International vs Income: RODM vs SCHD

YTD

HartfordRODM

+17.1%

SCHDSchwab

+35.3%

+17.1%Year to date+35.3%

−7.1%Worst drop · 1Y−6.9%

11.3%Volatility · 1Y11.5%

2.7%Yield2.9%

$1.7BAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: RODM, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

RODM0.29%$29

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

Yields: RODM, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

RODM2.72%$272

VIG1.44%$144

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

RODM$272 − $29 = $243

VIG$144 − $4 = $140

KeptFee

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

Overlap: RODM, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

RODMSCHDVIG

RODM—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

RODMWorst drop−7.1%11.3% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDRODM

+35.3%Year to date+17.1%

2.9%Yield2.7%

+41.6%Past year+23.2%

0.06%Fee0.29%

4–0SCHD wins

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