Compare · 3 funds side by side · dividends reinvested

SPGM, SCHD and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

SPGM, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.9

State Street SPDR Portfolio MSCI Global Stock Market ETFInternational · Global0.09%1.82%+11.3%+14.1%+20.8%+10.1%−9.5%15.0%$1.8B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SPGM 2012 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio MSCI Global Stock Market ETF · $1.8B$16,204

SPGM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

SPGM

More Ways to See the Pairs

SPGM vs SCHD: Top 5 Holdings

Today

SPGM

15.3%in top 5

SCHD

in top 521.4%

SPGMStockSCHD

4.5%AAPLnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

Cost, Income and Risk

Fees: SPGM, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SPGM0.09%$9

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

Yields: SPGM, SCHD, VIG

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+11.3%Year to dateJan 1 → Nov 10+33.8%

+14.1%1 yearTotal return+38.8%

+20.8%3 years · per year$10,000 became $17,641 · $17,062+19.5%

+10.1%5 years · per year$10,000 became $16,204 · $16,428+10.4%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

1.82%Trailing 12-mo yield$182 · $294 a year on $10k2.94%

−9.5%Worst dropSmaller is better−6.9%

15.0%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

3.7%NVDAnot top 5

3.4%MSFTnot top 5

2.2%AMZNnot top 5

1.5%GOOGLnot top 5

Held in common5.6%

End-of-day Nov 10, 2026 · share of each fund

SPGM vs SCHD Returns, Every Period

5Y

SPDRSPGM

+10.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SPGMSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Income: SPGM vs SCHD

YTD

SPDRSPGM

+11.3%

SCHDSchwab

+33.8%

+11.3%Year to date+33.8%

−9.5%Worst drop · 1Y−6.9%

15.0%Volatility · 1Y11.8%

1.8%Yield2.9%

$1.8BAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

SPGM1.82%$182

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

SPGM$182 − $9 = $173

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SPGM, SCHD, VIG

Today

29.8%most shared, SPGM and VIG

SPGMSCHDVIG

SPGM—5.6%29.8%

SCHD5.6%—14.5%

VIG29.8%14.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

SPGMWorst drop−9.5%15.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.8%Year to date+15.1%

2.9%Yield1.5%

+38.8%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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SPGM, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three