Compare · 3 funds side by side · dividends reinvested

SGOV, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

SGOV, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.0

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.8%+4.5%+3.9%0.0%0.2%$117B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: SGOV 2020 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-3 Month Treasury Bond ETF · $117B$12,084

SGOV

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested

SGOVMeasureSCHD

+3.1%Year to dateJan 1 → Nov 3+32.8%

+3.8%1 yearTotal return+37.6%

+4.5%3 years · per year$10,000 became $11,420 · $17,784+21.2%

+3.9%5 years · per year$10,000 became $12,084 · $16,352+10.3%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

3.63%Trailing 12-mo yield$363 · $297 a year on $10k2.97%

0.0%Worst dropSmaller is better−6.9%

0.2%VolatilityLower is calmer11.4%

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

3–5SCHD wins

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

More Ways to See the Pairs

SGOV vs SCHD: Top 5 Holdings

Today

SGOV

[…]in top 5

SCHD

in top 521.4%

SGOVStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SGOV vs SCHD Returns, Every Period

iSharesSGOV

+3.9%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

SGOVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Bonds vs Income: SGOV vs SCHD

YTD

iSharesSGOV

+3.1%

SCHDSchwab

+32.8%

+3.1%Year to date+32.8%

+0.0%Worst drop · 1Y−6.9%

0.2%Volatility · 1Y11.4%

3.6%Yield3.0%

$117BAssets$121B

3–1SGOV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SGOV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SGOV0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SGOV, SCHD, VIG

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

SCHD2.97%$297

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SGOV, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SGOVSCHDVIG

SGOV—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

SGOVWorst drop0.0%0.2% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SGOVSCHD

+3.1%Year to date+32.8%

3.6%Yield3.0%

+3.8%Past year+37.6%

0.09%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 3, 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 3, 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 3, 2026