Compare · 3 funds side by side · dividends reinvested

SCHD, SRTY and VIG

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,513VIG · best of the three

Story of the three · IncomeMost incomeSRTY · 5.85% · $585 a year on $10k

Story of the three · RiskSmallest drop

SCHD, SRTY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.8

ProShares - UltraPro Short Russell2000Leveraged · An index1.10%5.85%−35.8%−39.1%−47.5%−26.1%−60.9%56.5%$71M2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: SCHD 2011 · SRTY 2010 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

SRTY

ProShares - UltraPro Short Russell2000 · $71M$2,207

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

SCHD

More Ways to See the Pairs

SCHD vs SRTY: Top 5 Holdings

Today

SCHD

21.8%in top 5

SRTY

in top 561.8%

SCHDStockSRTY

not top 5IQMM61.8%

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

Cost, Income and Risk

Fees: SCHD, SRTY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SRTY1.10%$110

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SCHD, SRTY, VIG

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SRTY

+34.9%Year to dateJan 1 → Nov 13−35.8%

+37.5%1 yearTotal return−39.1%

+20.2%3 years · per year$10,000 became $17,374 · $1,450−47.5%

+10.4%5 years · per year$10,000 became $16,418 · $2,207−26.1%

0.06%Expense ratio$6 · $110 a year on $10k · lower is better1.10%

2.92%Trailing 12-mo yield$292 · $585 a year on $10k5.85%

−6.9%Worst dropSmaller is better−60.9%

11.7%VolatilityLower is calmer56.5%

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

7–1SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%AMGNnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SCHD vs SRTY Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SRTYProShares

−26.1%

5 years, per year

SCHDSRTYFaded: behind in that period

4–0SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Leveraged: SCHD vs SRTY

YTD

SchwabSCHD

+34.9%

SRTYProShares

−35.8%

+34.9%Year to date−35.8%

−6.9%Worst drop · 1Y−60.9%

11.7%Volatility · 1Y56.5%

2.9%Yield5.9%

$124BAssets$71.2M

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

5.85%highest, SRTY

FundTrailing yieldYield$10k

SRTY5.85%$585

SCHD2.92%$292

VIG1.45%$145

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$475most kept, SRTY

SRTY$585 − $110 = $475

SCHD$292 − $6 = $286

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCHD, SRTY, VIG

Today

14.5%most shared, SCHD and VIG

SCHDSRTYVIG

SCHD—0.0%14.5%

SRTY0.0%—0.0%

VIG14.5%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

SRTYWorst drop−60.9%56.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SRTYSCHD

−35.8%Year to date+34.9%

5.9%Yield2.9%

−39.1%Past year+37.5%

1.10%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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SCHD, SRTY and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three