Compare · 3 funds side by side · dividends reinvested

SPXD, 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

SPXD, 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%$123B1.4

DBX ETF Trust - Xtrackers S&P 500 Diversified Sector Weight ETFLow-Cost Core · S&P 5000.09%1.52%+16.7%+20.8%[…][…]−7.5%11.1%$7M2.2

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: SPXD 2025 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

DBX ETF Trust - Xtrackers S&P 500 Diversified Sector Weight ETF · $7M[…]

SPXD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

SPXDMeasureSCHD

+16.7%Year to dateJan 1 → Nov 5+32.3%

+20.8%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

1.52%Trailing 12-mo yield$152 · $298 a year on $10k2.98%

−7.5%Worst dropSmaller is better−6.9%

11.1%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

SPXD vs SCHD: Top 5 Holdings

Today

SPXD

10.7%in top 5

SCHD

in top 521.7%

SPXDStockSCHD

not top 5TXN4.7%

1.7%PG4.4%

not top 5HD4.3%

4.2%BRK-Bnot top 5

not top 5KO4.2%

not top 5AMGN4.2%

2.0%ABTnot top 5

1.4%COSTnot top 5

1.4%DISnot top 5

Held in common12.9%

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

SPXD vs SCHD Returns, Every Period

XtrackersSPXD

+20.8%

past year

SCHDSchwab

+38.7%

past year

SPXDSCHDFaded: behind in that period

0–2SCHD wins

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

Core vs Income: SPXD vs SCHD

YTD

XtrackersSPXD

+16.7%

SCHDSchwab

+32.3%

+16.7%Year to date+32.3%

−7.5%Worst drop · 1Y−6.9%

11.1%Volatility · 1Y11.7%

1.5%Yield3.0%

$6.9MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SPXD, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SPXD0.09%$9

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

Yields: SPXD, SCHD, VIG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SPXD1.52%$152

VIG1.49%$149

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

SPXD$152 − $9 = $143

KeptFee

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

Overlap: SPXD, SCHD, VIG

Today

28.9%most shared, SPXD and VIG

SPXDSCHDVIG

SPXD—12.9%28.9%

SCHD12.9%—14.5%

VIG28.9%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

VIGWorst drop−7.9%10.8% vol

SPXDWorst drop−7.5%11.1% 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

SCHDSPXD

+32.3%Year to date+16.7%

3.0%Yield1.5%

+38.7%Past year+20.8%

0.06%Fee0.09%

4–0SCHD wins

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%

$46.1BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026