Compare · 2 funds side by side · dividends reinvested

SCMB and VIG

SCMBSchwab×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

SCMB and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Municipal Bond ETFBonds & Cash · Municipal0.03%3.64%−0.8%−0.5%+4.2%[…]−6.7%3.8%$4.1B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCMB 2022 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Municipal Bond ETF · $4.1B[…]

SCMB

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested

SCMBMeasureVIG

−0.8%Year to dateJan 1 → Nov 4+14.0%

−0.5%1 yearTotal return+15.9%

+4.2%3 years · per year$10,000 became $11,298 · $17,369+20.2%

[…]5 years · per year$10,000 became […] · $16,495+10.5%

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

3.64%Trailing 12-mo yield$364 · $147 a year on $10k1.47%

−6.7%Worst dropSmaller is better−7.9%

3.8%VolatilityLower is calmer10.0%

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

4–3SCMB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMB vs VIG: Top 5 Holdings

Today

SCMB

[…]in top 5

VIG

in top 522.1%

SCMBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SCMB vs VIG Returns, Every Period

SchwabSCMB

−0.5%

past year

VIGVanguard

+15.9%

past year

SCMBVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: SCMB vs VIG

YTD

SchwabSCMB

−0.8%

VIGVanguard

+14.0%

−0.8%Year to date+14.0%

−6.7%Worst drop · 1Y−7.9%

3.8%Volatility · 1Y10.0%

3.6%Yield1.5%

$4.1BAssets$109B

3–1SCMB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCMB, VIG

Today

0.03%lowest, SCMB

FundExpense ratioFee$10k

SCMB0.03%$3

VIG0.04%$4

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCMB, VIG

3.64%highest, SCMB

FundTrailing yieldYield$10k

SCMB3.64%$364

VIG1.47%$147

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$361most kept, SCMB

SCMB$364 − $3 = $361

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCMB, VIG

Today

[…]holdings […]

SCMBVIG

SCMB—[…]

VIG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

SCMBWorst drop−6.7%3.8% vol

VIGWorst drop−7.9%10.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCMBVIG

−0.8%Year to date+14.0%

3.6%Yield1.5%

−0.5%Past year+15.9%

0.03%Fee0.04%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026