Compare · 3 funds side by side · dividends reinvested

SIXH, 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

SIXH, 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

ETC 6 Meridian Hedged Equity Index Option ETFDefined Outcome · Hedged equity0.31%1.75%+17.5%+22.6%+15.6%+10.5%−3.5%8.0%$744M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.3

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: SIXH 2020 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ETC 6 Meridian Hedged Equity Index Option ETF · $744M$16,464

SIXH

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

SIXHMeasureSCHD

+17.5%Year to dateJan 1 → Nov 3+32.8%

+22.6%1 yearTotal return+37.6%

+15.6%3 years · per year$10,000 became $15,430 · $17,784+21.2%

+10.5%5 years · per year$10,000 became $16,464 · $16,352+10.3%

0.31%Expense ratio$31 · $6 a year on $10k · lower is better0.06%

1.75%Trailing 12-mo yield$175 · $297 a year on $10k2.97%

−3.5%Worst dropSmaller is better−6.9%

8.0%VolatilityLower is calmer11.4%

SIXHSCHD 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

SIXH vs SCHD: Top 5 Holdings

Today

SIXH

21.2%in top 5

SCHD

in top 521.4%

SIXHStockSCHD

5.7%MOnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

4.1%PEPnot top 5

4.1%PMnot top 5

3.7%BMYnot top 5

3.6%VZnot top 5

Held in common26.3%

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

SIXH vs SCHD Returns, Every Period

MeridianSIXH

+10.5%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

SIXHSCHDFaded: behind in that period

1–3SCHD wins

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

Defined Outcome vs Income: SIXH vs SCHD

YTD

MeridianSIXH

+17.5%

SCHDSchwab

+32.8%

+17.5%Year to date+32.8%

−3.5%Worst drop · 1Y−6.9%

8.0%Volatility · 1Y11.4%

1.7%Yield3.0%

$744MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: SIXH, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SIXH0.31%$31

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

Yields: SIXH, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

SIXH1.75%$175

VIG1.47%$147

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

SIXH$175 − $31 = $144

VIG$147 − $4 = $143

KeptFee

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

Overlap: SIXH, SCHD, VIG

Today

28.6%most shared, SIXH and VIG

SIXHSCHDVIG

SIXH—26.3%28.6%

SCHD26.3%—14.5%

VIG28.6%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

SIXHWorst drop−3.5%8.0% 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

SCHDSIXH

+32.8%Year to date+17.5%

3.0%Yield1.7%

+37.6%Past year+22.6%

0.06%Fee0.31%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026