Compare · 2 funds side by side · dividends reinvested

SCHK and VIG

SCHKSchwab×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,546SCHK · best of the two

02 / 04

SCHK and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

Schwab 1000 Index ETFUnsorted0.03%1.09%+8.2%+9.6%+22.0%+10.6%−8.9%13.8%$5.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SCHK 2017 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab 1000 Index ETF · $5.5B$16,546

SCHK

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 41.1% in common

SCHKMeasureVIG

+8.2%Year to dateJan 1 → Nov 5+12.5%

+9.6%1 yearTotal return+15.2%

+22.0%3 years · per year$10,000 became $18,159 · $16,814+18.9%

+10.6%5 years · per year$10,000 became $16,546 · $16,331+10.3%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.09%Trailing 12-mo yield$109 · $149 a year on $10k1.49%

−8.9%Worst dropSmaller is better−7.9%

13.8%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

SCHK vs VIG: Top 5 Holdings

Today

SCHK

25.6%in top 5

VIG

in top 522.1%

SCHKStockVIG

7.1%AAPL4.9%

6.7%NVDAnot top 5

5.7%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.6%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common41.1%

End-of-day Nov 5, 2026 · share of each fund

SCHK vs VIG Returns, Every Period

SchwabSCHK

+10.6%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

SCHKVIGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SCHK vs VIG

YTD

SchwabSCHK

+8.2%

VIGVanguard

+12.5%

+8.2%Year to date+12.5%

−8.9%Worst drop · 1Y−7.9%

13.8%Volatility · 1Y10.8%

1.1%Yield1.5%

$5.5BAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHK, VIG

Today

0.03%lowest, SCHK

FundExpense ratioFee$10k

SCHK0.03%$3

VIG0.04%$4

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHK, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SCHK1.09%$109

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SCHK$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHK, VIG

Today

41.1%most shared, SCHK and VIG

SCHKVIG

SCHK—41.1%

VIG41.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SCHKWorst drop−8.9%13.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGSCHK

+12.5%Year to date+8.2%

1.5%Yield1.1%

+15.2%Past year+9.6%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026