Compare · 3 funds side by side · dividends reinvested

SCHD, BSCS and VIG

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

02 / 04

SCHD, BSCS and VIG, 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%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

Invesco BulletShares 2028 Corporate Bond ETFBonds & Cash · Corporate0.10%4.44%+1.9%+3.0%+6.2%+1.5%−1.1%1.4%$3.6B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · BSCS 2018 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

BSCS

Invesco BulletShares 2028 Corporate Bond ETF · $3.6B$10,795

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

SCHDMeasureBSCS

+31.4%Year to dateJan 1 → Nov 6+1.9%

+37.0%1 yearTotal return+3.0%

+20.0%3 years · per year$10,000 became $17,266 · $11,970+6.2%

+10.2%5 years · per year$10,000 became $16,267 · $10,795+1.5%

0.06%Expense ratio$6 · $10 a year on $10k · lower is better0.10%

3.00%Trailing 12-mo yield$300 · $444 a year on $10k4.44%

−6.9%Worst dropSmaller is better−1.1%

11.7%VolatilityLower is calmer1.4%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs BSCS: Top 5 Holdings

Today

SCHD

21.4%in top 5

BSCS

in top 50.2%

SCHDStockBSCS

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5AGPXX0.2%

Held in common0.0%

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

SCHD vs BSCS Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

BSCSInvesco

+1.5%

5 years, per year

SCHDBSCSFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs BSCS

YTD

SchwabSCHD

+31.4%

BSCSInvesco

+1.9%

+31.4%Year to date+1.9%

−6.9%Worst drop · 1Y−1.1%

11.7%Volatility · 1Y1.4%

3.0%Yield4.4%

$120BAssets$3.6B

3–1BSCS wins

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

Cost, Income and Risk

Fees: SCHD, BSCS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

BSCS0.10%$10

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

Yields: SCHD, BSCS, VIG

4.44%highest, BSCS

FundTrailing yieldYield$10k

BSCS4.44%$444

SCHD3.00%$300

VIG1.50%$150

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

Income After Fees on $10,000

$434most kept, BSCS

BSCS$444 − $10 = $434

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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

Overlap: SCHD, BSCS, VIG

Today

14.5%most shared, SCHD and VIG

SCHDBSCSVIG

SCHD—0.0%14.5%

BSCS0.0%—0.0%

VIG14.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

BSCSWorst drop−1.1%1.4% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

BSCSSCHD

+1.9%Year to date+31.4%

4.4%Yield3.0%

+3.0%Past year+37.0%

0.10%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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