Compare · 2 funds side by side · dividends reinvested

SCHA and VIG

SCHASchwab×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

SCHA and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.10%+18.8%+21.4%+22.2%+7.0%−11.2%18.6%$22.4B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

Rank among the two1st → 2ndFee, 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: SCHA 2009 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $22.4B$14,025

SCHA

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

SCHAMeasureVIG

+18.8%Year to dateJan 1 → Nov 4+16.4%

+21.4%1 yearTotal return+18.9%

+22.2%3 years · per year$10,000 became $18,236 · $17,533+20.6%

+7.0%5 years · per year$10,000 became $14,025 · $17,005+11.2%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.10%Trailing 12-mo yield$110 · $144 a year on $10k1.44%

−11.2%Worst dropSmaller is better−7.9%

18.6%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

SCHA vs VIG: Top 5 Holdings

Today

SCHA

1.6%in top 5

VIG

in top 522.1%

SCHAStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.4%HALOnot top 5

0.3%GKOSnot top 5

0.3%Wnot top 5

0.3%BMNRnot top 5

0.3%AHRnot top 5

Held in common1.9%

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

SCHA vs VIG Returns, Every Period

SchwabSCHA

+7.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SCHAVIGFaded: behind in that period

3–1SCHA wins

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

Stocks vs Income: SCHA vs VIG

YTD

SchwabSCHA

+18.8%

VIGVanguard

+16.4%

+18.8%Year to date+16.4%

−11.2%Worst drop · 1Y−7.9%

18.6%Volatility · 1Y10.2%

1.1%Yield1.4%

$22.4BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: SCHA, VIG

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

VIG0.04%$4

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

Yields: SCHA, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

SCHA1.10%$110

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

SCHA$110 − $3 = $107

KeptFee

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

Overlap: SCHA, VIG

Today

1.9%most shared, SCHA and VIG

SCHAVIG

SCHA—1.9%

VIG1.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.4%SCHA, at 18.6% volatility

VIGWorst drop−7.9%10.2% vol

SCHAWorst drop−11.2%18.6% vol

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

Paid More vs Made More

YTD

VIGSCHA

+16.4%Year to date+18.8%

1.4%Yield1.1%

+18.9%Past year+21.4%

0.04%Fee0.03%

3–1SCHA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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