Compare · 3 funds side by side · dividends reinvested

SPGP, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,705SCHB · best of the three

02 / 04

SPGP, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B1.4

Invesco S&P 500 GARP ETFUS Stock Styles · Large cap0.34%0.75%+12.6%+16.7%+13.6%+7.8%−11.2%15.8%$2.1B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPGP 2011 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 GARP ETF · $2.1B$14,567

SPGP

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 16.7% in common

SPGPMeasureSCHB

+12.6%Year to dateJan 1 → Nov 9+11.5%

+16.7%1 yearTotal return+13.7%

+13.6%3 years · per year$10,000 became $14,641 · $18,080+21.8%

+7.8%5 years · per year$10,000 became $14,567 · $16,705+10.8%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

0.75%Trailing 12-mo yield$75 · $106 a year on $10k1.06%

−11.2%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer14.0%

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

2–6SCHB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPGP vs SCHB: Top 5 Holdings

Today

SPGP

10.7%in top 5

SCHB

in top 524.8%

SPGPStockSCHB

not top 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

not top 5AMZN3.6%

not top 5GOOGL2.3%

2.2%CINFnot top 5

2.2%LLYnot top 5

2.1%PGRnot top 5

2.1%RCLnot top 5

2.1%ACGLnot top 5

Held in common16.7%

End-of-day Nov 9, 2026 · share of each fund

SPGP vs SCHB Returns, Every Period

InvescoSPGP

+7.8%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

SPGPSCHBFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPGP vs SCHB

YTD

InvescoSPGP

+12.6%

SCHBSchwab

+11.5%

+12.6%Year to date+11.5%

−11.2%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y14.0%

0.8%Yield1.1%

$2.1BAssets$43.2B

3–1SCHB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPGP, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

SPGP0.34%$34

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPGP, SCHB, VUG

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

SPGP0.75%$75

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

SPGP$75 − $34 = $41

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPGP, SCHB, VUG

Today

50.3%most shared, SCHB and VUG

SPGPSCHBVUG

SPGP—16.7%15.5%

SCHB16.7%—50.3%

VUG15.5%50.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.7%SPGP, at 15.8% volatility

SCHBWorst drop−8.9%14.0% vol

SPGPWorst drop−11.2%15.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBSPGP

+11.5%Year to date+12.6%

1.1%Yield0.8%

+13.7%Past year+16.7%

0.03%Fee0.34%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026