Compare · 3 funds side by side · dividends reinvested

SMLF, VIG and SCHD

SMLFiShares×VIGVanguard×SCHDSchwab×
$7.5k$10k$12.5k$15k$17.5kLow $8,964 · 2022SCHD$16,375VIG$16,331SMLF$15,777Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three
02 / 04

SMLF, VIG and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9
iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+11.7%+14.6%+21.0%+9.5%−8.7%17.4%$4.1B2.8
Rank among the three1st → 3rdFee, 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: SMLF 2015 · VIG 2006 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,777
SMLF
VIG
Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

SMLFMeasureVIG
+11.7%Year to dateJan 1 → Nov 5+12.5%
+14.6%1 yearTotal return+15.2%
+21.0%3 years · per year$10,000 became $17,700 · $16,814+18.9%
+9.5%5 years · per year$10,000 became $15,777 · $16,331+10.3%
0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%
1.02%Trailing 12-mo yield$102 · $149 a year on $10k1.49%
−8.7%Worst dropSmaller is better−7.9%
17.4%VolatilityLower is calmer10.8%
SMLFVIG Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7VIG wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SMLF vs VIG: Top 5 Holdings

Today
SMLF
3.3%in top 5
VIG
in top 522.1%
SMLFStockVIG
not top 5MSFT4.9%
not top 5AAPL4.9%
not top 5AVGO4.3%
not top 5LLY4.1%
not top 5JPM3.9%
0.8%EMEnot top 5
0.7%WSMnot top 5
0.6%JBLnot top 5
0.6%RSnot top 5
0.6%NVTnot top 5
Held in common3.1%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SMLF vs VIG Returns, Every Period

5Y
iSharesSMLF
+9.5%
5 years, per year
VIGVanguard
+10.3%
5 years, per year
0%+10%+20%+30%+11.7%+12.5%YTD+14.6%+15.2%1 year+21.0%+18.9%3 yrs · yr+9.5%+10.3%5 yrs · yr
SMLFVIGFaded: behind in that period
1–3VIG wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: SMLF vs SCHD

YTD
iSharesSMLF
+11.7%
SCHDSchwab
+32.3%
Jan 1Nov 5+11.7%+32.3%
+11.7%Year to date+32.3%
−8.7%Worst drop · 1Y−6.9%
17.4%Volatility · 1Y11.7%
1.0%Yield3.0%
$4.1BAssets$120B
4–0SCHD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SMLF, VIG, SCHD

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
SMLF0.15%$15
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SMLF, VIG, SCHD

1Y
2.98%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.98%$298
VIG1.49%$149
SMLF1.02%$102
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$292most kept, SCHD
SCHD$298 − $6 = $292
VIG$149 − $4 = $145
SMLF$102 − $15 = $87
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SMLF, VIG, SCHD

Today
14.5%most shared, VIG and SCHD
SMLFVIGSCHD
SMLF—3.1%2.6%
VIG3.1%—14.5%
SCHD2.6%14.5%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +38.7%VIG +15.2%SMLF +14.6%
VIGWorst drop−7.9%10.8% vol
SCHDWorst drop−6.9%11.7% vol
SMLFWorst drop−8.7%17.4% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
+38.7%Past year+15.2%
0.06%Fee0.04%
3–1SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

DGRO vs VIG

YTD
iSharesDGRO
+17.2%
VIGVanguard
+12.5%
Jan 1Nov 5+17.2%+12.5%
+17.2%Year to date+12.5%
1.9%Yield1.5%
$44.9BAssets$109B
2–0DGRO wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.6BAssets$46.8B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com