Compare · 3 funds side by side · dividends reinvested

SCHD, DFII and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeDFII · 20.86% · $2,086 a year on $10k

Story of the three · RiskSmallest drop

SCHD, DFII and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.8

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.86%−18.3%−29.8%[…][…]−42.6%41.8%$19M2.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: SCHD 2011 · DFII 2025 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest Bitcoin Strategy & Target Income ETF · $19M[…]

DFII

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested

DFIIMeasure

More Ways to See the Pairs

DFII vs SCHD: Top 5 Holdings

Today

DFII

[…]in top 5

SCHD

in top 521.4%

DFIIStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SCHD, DFII, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DFII0.85%$85

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

Yields: SCHD, DFII, VIG

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

−18.3%Year to dateJan 1 → Nov 10+33.8%

−29.8%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

20.86%Trailing 12-mo yield$2,086 · $294 a year on $10k2.94%

−42.6%Worst dropSmaller is better−6.9%

41.8%VolatilityLower is calmer11.8%

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

1–5SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

DFII vs SCHD Returns, Every Period

1Y

First TrustDFII

−29.8%

past year

SCHDSchwab

+38.8%

past year

DFIISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFII vs SCHD

YTD

First TrustDFII

−18.3%

SCHDSchwab

+33.8%

−18.3%Year to date+33.8%

−42.6%Worst drop · 1Y−6.9%

41.8%Volatility · 1Y11.8%

20.9%Yield2.9%

$19.5MAssets$123B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

20.86%highest, DFII

FundTrailing yieldYield$10k

DFII20.86%$2,086

SCHD2.94%$294

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$2,001most kept, DFII

DFII$2,086 − $85 = $2,001

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SCHD, DFII, VIG

Today

14.5%most shared, SCHD and VIG

SCHDDFIIVIG

SCHD—[…]14.5%

DFII[…]—[…]

VIG14.5%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

DFIIWorst drop−42.6%41.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFIISCHD

−18.3%Year to date+33.8%

20.9%Yield2.9%

−29.8%Past year+38.8%

0.85%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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SCHD, DFII and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three