Compare · 4 funds side by side · dividends reinvested

SCHD, CGUI, MUB and VIG

SCHDSchwab×CGUICapital Group×MUBiShares×VIGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomeCGUI · 3.82% · $382 a year on $10k

Story of the four · RiskSmallest drop

SCHD, CGUI, MUB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.6%[…][…]−0.2%0.9%$442M2.2

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.4

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.29%−0.3%−0.2%+3.4%+0.6%−6.3%3.9%$54.9B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SCHD 2011 · CGUI 2024 · MUB 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

More Ways to See the Pairs

SCHD vs CGUI: Top 5 Holdings

Today

SCHD

21.7%in top 5

CGUI

in top 5[…]

SCHDStockCGUI

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCHD, CGUI, MUB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

SCHD0.06%$6

CGUI0.18%$18

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

CGUI

Capital Group Ultra Short Income ETF · $442M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureCGUI

+34.2%Year to dateJan 1 → Nov 12+2.9%

+36.8%1 yearTotal return+3.6%

+19.9%3 years · per year$10,000 became $17,257 · […][…]

+10.4%5 years · per year$10,000 became $16,429 · […][…]

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

2.93%Trailing 12-mo yield$293 · $382 a year on $10k3.82%

−6.9%Worst dropSmaller is better−0.2%

11.7%VolatilityLower is calmer0.9%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

SCHD vs CGUI Returns, Every Period

1Y

SchwabSCHD

+36.8%

past year

CGUICapital Group

+3.6%

past year

SCHDCGUIFaded: behind in that period

2–0SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs CGUI

YTD

SchwabSCHD

+34.2%

CGUICapital Group

+2.9%

+34.2%Year to date+2.9%

−6.9%Worst drop · 1Y−0.2%

11.7%Volatility · 1Y0.9%

2.9%Yield3.8%

$123BAssets$442M

3–1CGUI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SCHD, CGUI, MUB, VIG

1Y

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

MUB3.29%$329

SCHD2.93%$293

VIG1.45%$145

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

Income After Fees on $10,000

1Y

$364most kept, CGUI

CGUI$382 − $18 = $364

MUB$329 − $5 = $324

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SCHD, CGUI, MUB, VIG

Today

14.5%most shared, SCHD and VIG

SCHDCGUIMUBVIG

SCHD—[…][…]14.5%

CGUI[…]—[…][…]

MUB[…][…]—[…]

VIG14.5%[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

CGUIWorst drop−0.2%0.9% vol

MUBWorst drop−6.3%3.9% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

CGUISCHD

+2.9%Year to date+34.2%

3.8%Yield2.9%

+3.6%Past year+36.8%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SCHD, CGUI, MUB and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four