Compare · 3 funds side by side · dividends reinvested

SPTI, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SPTI, SCHD and VIG, 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%$120B1.8

State Street SPDR Portfolio Intermediate Term Treasury ETFBonds & Cash · Treasuries0.03%3.96%−0.3%+0.2%+4.7%+0.2%−4.5%3.5%$12.2B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.3

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: SPTI 2007 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio Intermediate Term Treasury ETF · $12.2B$10,124

SPTI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested

SPTIMeasureSCHD

−0.3%Year to dateJan 1 → Nov 5+32.3%

+0.2%1 yearTotal return+38.7%

+4.7%3 years · per year$10,000 became $11,490 · $17,414+20.3%

+0.2%5 years · per year$10,000 became $10,124 · $16,375+10.4%

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

3.96%Trailing 12-mo yield$396 · $298 a year on $10k2.98%

−4.5%Worst dropSmaller is better−6.9%

3.5%VolatilityLower is calmer11.7%

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

4–4Level

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

More Ways to See the Pairs

SPTI vs SCHD: Top 5 Holdings

Today

SPTI

[…]in top 5

SCHD

in top 521.7%

SPTIStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SPTI vs SCHD Returns, Every Period

SPDRSPTI

+0.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SPTISCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: SPTI vs SCHD

YTD

SPDRSPTI

−0.3%

SCHDSchwab

+32.3%

−0.3%Year to date+32.3%

−4.5%Worst drop · 1Y−6.9%

3.5%Volatility · 1Y11.7%

4.0%Yield3.0%

$12.2BAssets$120B

3–1SPTI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPTI, SCHD, VIG

Today

0.03%lowest, SPTI

FundExpense ratioFee$10k

SPTI0.03%$3

VIG0.04%$4

SCHD0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPTI, SCHD, VIG

3.96%highest, SPTI

FundTrailing yieldYield$10k

SPTI3.96%$396

SCHD2.98%$298

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$393most kept, SPTI

SPTI$396 − $3 = $393

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPTI, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SPTISCHDVIG

SPTI—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SPTIWorst drop−4.5%3.5% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPTISCHD

−0.3%Year to date+32.3%

4.0%Yield3.0%

+0.2%Past year+38.7%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026