Compare · 4 funds side by side · dividends reinvested

SCHD, SHM, MUB and VIG

SCHDSchwab×SHMSPDR×MUBiShares×VIGVanguard×

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

Story of the four · IncomeMost incomeMUB · 3.28% · $328 a year on $10k

Story of the four · RiskSmallest drop

SCHD, SHM, MUB 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%$122B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.4

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+1.9%+3.2%+1.1%−2.7%1.8%$3.5B2.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.3%+0.7%+3.8%+0.8%−6.3%3.8%$55.1B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: SCHD 2011 · SHM 2007 · MUB 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $122B$16,428

SCHD

More Ways to See the Pairs

SCHD vs SHM: Top 5 Holdings

Today

SCHD

21.4%in top 5

SHM

in top 5[…]

SCHDStockSHM

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCHD, SHM, MUB, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

SCHD0.06%$6

SHM0.20%$20

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

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$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%

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,564

$10,000 five years ago, dividends reinvested

SCHDMeasureSHM

+33.8%Year to dateJan 1 → Nov 10+1.3%

+38.8%1 yearTotal return+1.9%

+19.5%3 years · per year$10,000 became $17,062 · $10,986+3.2%

+10.4%5 years · per year$10,000 became $16,428 · $10,564+1.1%

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

2.94%Trailing 12-mo yield$294 · $270 a year on $10k2.70%

−6.9%Worst dropSmaller is better−2.7%

11.8%VolatilityLower is calmer1.8%

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

6–2SCHD 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

SCHD vs SHM Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

SCHDSHMFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs MUB

YTD

SchwabSCHD

+33.8%

MUBiShares

+0.3%

+33.8%Year to date+0.3%

−6.9%Worst drop · 1Y−6.3%

11.8%Volatility · 1Y3.8%

2.9%Yield3.3%

$122BAssets$55.1B

3–1MUB wins

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

Yields: SCHD, SHM, MUB, VIG

1Y

3.28%highest, MUB

FundTrailing yieldYield$10k

MUB3.28%$328

SCHD2.94%$294

SHM2.70%$270

VIG1.46%$146

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

Income After Fees on $10,000

1Y

$323most kept, MUB

MUB$328 − $5 = $323

SCHD$294 − $6 = $288

SHM$270 − $20 = $250

VIG$146 − $4 = $142

KeptFee

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

Overlap: SCHD, SHM, MUB, VIG

Today

14.5%most shared, SCHD and VIG

SCHDSHMMUBVIG

SCHD—[…][…]14.5%

SHM[…]—[…][…]

MUB[…][…]—[…]

VIG14.5%[…][…]—

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

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SHMWorst drop−2.7%1.8% vol

MUBWorst drop−6.3%3.8% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

MUBSCHD

+0.3%Year to date+33.8%

3.3%Yield2.9%

+0.7%Past year+38.8%

0.05%Fee0.06%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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SCHD, SHM, MUB and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four