Compare · 2 funds side by side · dividends reinvested

SMBS and VIG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

SMBS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETFBonds & Cash · Mortgage0.03%5.28%+0.4%+1.1%[…][…]−5.2%4.7%$6.4B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$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 5, 2026 · returns include dividends · since: SMBS 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Strategic Trust - Schwab Mortgage-Backed Securities ETF · $6.4B[…]

SMBS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMBSMeasureVIG

+0.4%Year to dateJan 1 → Nov 5+12.5%

+1.1%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

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

5.28%Trailing 12-mo yield$528 · $149 a year on $10k1.49%

−5.2%Worst dropSmaller is better−7.9%

4.7%VolatilityLower is calmer10.8%

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

4–2SMBS wins

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

More Ways to See the Pairs

SMBS vs VIG: Top 5 Holdings

Today

SMBS

0.4%in top 5

VIG

in top 522.1%

SMBSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.4%GVMXXnot top 5

Held in common0.0%

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

SMBS vs VIG Returns, Every Period

SchwabSMBS

+1.1%

past year

VIGVanguard

+15.2%

past year

SMBSVIGFaded: behind in that period

0–2VIG wins

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

Bonds vs Income: SMBS vs VIG

YTD

SchwabSMBS

+0.4%

VIGVanguard

+12.5%

+0.4%Year to date+12.5%

−5.2%Worst drop · 1Y−7.9%

4.7%Volatility · 1Y10.8%

5.3%Yield1.5%

$6.4BAssets$109B

3–1SMBS wins

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

Cost, Income and Risk

Fees: SMBS, VIG

Today

0.03%lowest, SMBS

FundExpense ratioFee$10k

SMBS0.03%$3

VIG0.04%$4

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

Yields: SMBS, VIG

5.28%highest, SMBS

FundTrailing yieldYield$10k

SMBS5.28%$528

VIG1.49%$149

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

Income After Fees on $10,000

$525most kept, SMBS

SMBS$528 − $3 = $525

VIG$149 − $4 = $145

KeptFee

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

Overlap: SMBS, VIG

Today

0.0%most shared, SMBS and VIG

SMBSVIG

SMBS—0.0%

VIG0.0%—

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

SMBSWorst drop−5.2%4.7% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

SMBSVIG

+0.4%Year to date+12.5%

5.3%Yield1.5%

+1.1%Past year+15.2%

0.03%Fee0.04%

2–2level

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026