Compare · 3 funds side by side · dividends reinvested

SIMS, VIG and SCHD

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

02 / 04

SIMS, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.55%+9.3%−3.6%+18.2%+0.9%−15.6%23.0%$8M3.0

Rank among the three1st → 3rdFee, 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: SIMS 2017 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$10,482

SIMS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

SIMSMeasureVIG

+9.3%Year to dateJan 1 → Nov 4+16.4%

−3.6%1 yearTotal return+18.9%

+18.2%3 years · per year$10,000 became $16,498 · $17,533+20.6%

+0.9%5 years · per year$10,000 became $10,482 · $17,005+11.2%

0.45%Expense ratio$45 · $4 a year on $10k · lower is better0.04%

0.55%Trailing 12-mo yield$55 · $144 a year on $10k1.44%

−15.6%Worst dropSmaller is better−7.9%

23.0%VolatilityLower is calmer10.2%

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

0–8VIG wins

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

More Ways to See the Pairs

SIMS vs VIG: Top 5 Holdings

Today

SIMS

18.1%in top 5

VIG

in top 522.1%

SIMSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%ADTnot top 5

3.8%TTEKnot top 5

3.7%ALRMnot top 5

3.6%VLTOnot top 5

3.2%ITRInot top 5

Held in common1.3%

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

SIMS vs VIG Returns, Every Period

SPDRSIMS

+0.9%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

SIMSVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: SIMS vs SCHD

YTD

SPDRSIMS

+9.3%

SCHDSchwab

+35.3%

+9.3%Year to date+35.3%

−15.6%Worst drop · 1Y−6.9%

23.0%Volatility · 1Y11.5%

0.5%Yield2.9%

$8.2MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SIMS, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SIMS0.45%$45

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

Yields: SIMS, VIG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

SIMS0.55%$55

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

SIMS$55 − $45 = $10

KeptFee

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

Overlap: SIMS, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

SIMSVIGSCHD

SIMS—1.3%0.1%

VIG1.3%—14.5%

SCHD0.1%14.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

SIMSWorst drop−15.6%23.0% vol

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

Paid More vs Made More

YTD

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026