Compare · 3 funds side by side · dividends reinvested

SUSA, SCHD and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,596VIG · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

SUSA, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.8

iShares ESG Optimized MSCI USA ETFUS Stock Styles · Large cap0.25%0.83%+12.4%+12.7%+21.0%+9.5%−9.7%14.2%$4.1B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: SUSA 2005 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG Optimized MSCI USA ETF · $4.1B$15,724

SUSA

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

SUSA

More Ways to See the Pairs

SUSA vs SCHD: Top 5 Holdings

Today

SUSA

22.7%in top 5

SCHD

in top 521.7%

SUSAStockSCHD

7.1%AAPLnot top 5

5.8%NVDAnot top 5

not top 5TXN4.7%

4.6%MSFTnot top 5

not top 5PG4.4%

Cost, Income and Risk

Fees: SUSA, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SUSA0.25%$25

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SUSA, SCHD, VIG

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+12.4%Year to dateJan 1 → Nov 12+34.2%

+12.7%1 yearTotal return+36.8%

+21.0%3 years · per year$10,000 became $17,703 · $17,257+19.9%

+9.5%5 years · per year$10,000 became $15,724 · $16,429+10.4%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

0.83%Trailing 12-mo yield$83 · $293 a year on $10k2.93%

−9.7%Worst dropSmaller is better−6.9%

14.2%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.7%GOOGnot top 5

2.5%AVGOnot top 5

Held in common8.7%

End-of-day Nov 12, 2026 · share of each fund

SUSA vs SCHD Returns, Every Period

5Y

iSharesSUSA

+9.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SUSASCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SUSA vs SCHD

YTD

iSharesSUSA

+12.4%

SCHDSchwab

+34.2%

+12.4%Year to date+34.2%

−9.7%Worst drop · 1Y−6.9%

14.2%Volatility · 1Y11.7%

0.8%Yield2.9%

$4.1BAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

SUSA0.83%$83

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

SUSA$83 − $25 = $58

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SUSA, SCHD, VIG

Today

38.2%most shared, SUSA and VIG

SUSASCHDVIG

SUSA—8.7%38.2%

SCHD8.7%—14.5%

VIG38.2%14.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

SUSAWorst drop−9.7%14.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+34.2%Year to date+16.0%

2.9%Yield1.4%

+36.8%Past year+16.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SUSA, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three