Compare · 3 funds side by side · dividends reinvested

SOXX, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$31,133SOXX · best of the three

02 / 04

SOXX, 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%$121B1.9

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.1

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: SOXX 2001 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $44.3B$31,133

SOXX

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

SOXXMeasureSCHD

+54.7%Year to dateJan 1 → Nov 3+32.8%

+52.2%1 yearTotal return+37.6%

+47.3%3 years · per year$10,000 became $31,937 · $17,784+21.2%

+25.5%5 years · per year$10,000 became $31,133 · $16,352+10.3%

0.33%Expense ratio$33 · $6 a year on $10k · lower is better0.06%

0.27%Trailing 12-mo yield$27 · $297 a year on $10k2.97%

−30.7%Worst dropSmaller is better−6.9%

47.7%VolatilityLower is calmer11.4%

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

4–4Level

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

More Ways to See the Pairs

SOXX vs SCHD: Top 5 Holdings

Today

SOXX

39.1%in top 5

SCHD

in top 521.4%

SOXXStockSCHD

9.2%AMDnot top 5

8.0%NVDAnot top 5

7.9%MUnot top 5

7.6%AVGOnot top 5

6.3%INTCnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common8.3%

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

SOXX vs SCHD Returns, Every Period

iSharesSOXX

+25.5%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

SOXXSCHDFaded: behind in that period

4–0SOXX wins

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

Thematic vs Income: SOXX vs SCHD

YTD

iSharesSOXX

+54.7%

SCHDSchwab

+32.8%

+54.7%Year to date+32.8%

−30.7%Worst drop · 1Y−6.9%

47.7%Volatility · 1Y11.4%

0.3%Yield3.0%

$44.3BAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SOXX, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SOXX0.33%$33

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

Yields: SOXX, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

SOXX0.27%$27

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

SOXX$27 − $33 = −$6

KeptFee

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

Overlap: SOXX, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SOXXSCHDVIG

SOXX—8.3%10.3%

SCHD8.3%—14.5%

VIG10.3%14.5%—

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

Return vs Bumpiness: 3 ETFs

+52.2%SOXX, at 47.7% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

SOXXWorst drop−30.7%47.7% vol

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

Paid More vs Made More

YTD

SCHDSOXX

+32.8%Year to date+54.7%

3.0%Yield0.3%

+37.6%Past year+52.2%

0.06%Fee0.33%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX 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