Compare · 4 funds side by side · dividends reinvested

SCHD, TMAT, SMH and VIG

SCHDSchwab×TMATMain Management×SMHVanEck×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

SCHD, TMAT, SMH and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

Main Thematic Innovation ETFThematic · Disruptive tech0.79%0.02%+4.5%−2.2%+25.2%+1.8%−23.4%30.9%$218M3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · TMAT 2021 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

TMAT

Main Thematic Innovation ETF · $218M$10,938

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

SCHDMeasureTMAT

+33.2%Year to dateJan 1 → Nov 9+4.5%

+39.1%1 yearTotal return−2.2%

+19.6%3 years · per year$10,000 became $17,123 · $19,632+25.2%

+10.5%5 years · per year$10,000 became $16,459 · $10,938+1.8%

0.06%Expense ratio$6 · $79 a year on $10k · lower is better0.79%

2.96%Trailing 12-mo yield$296 · $2 a year on $10k0.02%

−6.9%Worst dropSmaller is better−23.4%

11.8%VolatilityLower is calmer30.9%

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

7–1SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs TMAT: Top 5 Holdings

Today

SCHD

21.4%in top 5

TMAT

in top 518.1%

SCHDStockTMAT

not top 5PANW4.7%

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

not top 5MU4.0%

not top 5HNGE3.6%

not top 5RBRK3.0%

not top 5YOU2.8%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs TMAT Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

TMATMain Management

+1.8%

5 years, per year

SCHDTMATFaded: behind in that period

3–1SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

−6.9%Worst drop · 1Y−7.9%

11.8%Volatility · 1Y11.0%

3.0%Yield1.5%

$120BAssets$109B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, TMAT, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

TMAT0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, TMAT, SMH, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

SMH0.23%$23

TMAT0.02%$2

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

TMAT$2 − $79 = −$77

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, TMAT, SMH, VIG

Today

14.5%most shared, SCHD and VIG

SCHDTMATSMHVIG

SCHD—0.0%8.2%14.5%

TMAT0.0%—10.1%2.0%

SMH8.2%10.1%—10.3%

VIG14.5%2.0%10.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

TMATWorst drop−23.4%30.9% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026