Compare · 3 funds side by side · dividends reinvested

SPSM, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

SPSM, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

State Street SPDR Portfolio S&P 600 Small Cap ETFUS Stock Styles · Small cap0.03%1.48%+19.9%+22.8%+19.4%+6.9%−9.6%15.8%$16.1B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPSM 2013 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1B$13,969

SPSM

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

SPSMMeasureSCHD

+19.9%Year to dateJan 1 → Nov 4+35.3%

+22.8%1 yearTotal return+41.6%

+19.4%3 years · per year$10,000 became $17,020 · $17,908+21.4%

+6.9%5 years · per year$10,000 became $13,969 · $16,881+11.0%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.48%Trailing 12-mo yield$148 · $291 a year on $10k2.91%

−9.6%Worst dropSmaller is better−6.9%

15.8%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPSM vs SCHD: Top 5 Holdings

Today

SPSM

2.7%in top 5

SCHD

in top 521.6%

SPSMStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.6%VSATnot top 5

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

Held in common1.2%

End-of-day Nov 4, 2026 · share of each fund

SPSM vs SCHD Returns, Every Period

SPDRSPSM

+6.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SPSMSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SPSM vs SCHD

YTD

SPDRSPSM

+19.9%

SCHDSchwab

+35.3%

+19.9%Year to date+35.3%

−9.6%Worst drop · 1Y−6.9%

15.8%Volatility · 1Y11.5%

1.5%Yield2.9%

$16.1BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPSM, SCHD, VIG

Today

0.03%lowest, SPSM

FundExpense ratioFee$10k

SPSM0.03%$3

VIG0.04%$4

SCHD0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPSM, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SPSM1.48%$148

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SPSM$148 − $3 = $145

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPSM, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SPSMSCHDVIG

SPSM—1.2%0.7%

SCHD1.2%—14.5%

VIG0.7%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

SPSMWorst drop−9.6%15.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSPSM

+35.3%Year to date+19.9%

2.9%Yield1.5%

+41.6%Past year+22.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026