Compare · 3 funds side by side · dividends reinvested

SUSB, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

SUSB, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

iShares ESG Aware 1-5 Year USD Corporate Bond ETFBonds & Cash · Corporate0.12%4.61%+1.2%+2.0%+5.5%+2.5%−1.6%2.1%$1.3B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: SUSB 2017 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B$11,295

SUSB

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested

SUSBMeasureSCHD

+1.2%Year to dateJan 1 → Nov 9+33.1%

+2.0%1 yearTotal return+39.1%

+5.5%3 years · per year$10,000 became $11,726 · $17,118+19.6%

+2.5%5 years · per year$10,000 became $11,295 · $16,454+10.5%

0.12%Expense ratio$12 · $6 a year on $10k · lower is better0.06%

4.61%Trailing 12-mo yield$461 · $296 a year on $10k2.96%

−1.6%Worst dropSmaller is better−6.9%

2.1%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

More Ways to See the Pairs

SUSB vs SCHD: Top 5 Holdings

Today

SUSB

[…]in top 5

SCHD

in top 521.4%

SUSBStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

SUSB vs SCHD Returns, Every Period

iSharesSUSB

+2.5%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

SUSBSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: SUSB vs SCHD

YTD

iSharesSUSB

+1.2%

SCHDSchwab

+33.1%

+1.2%Year to date+33.1%

−1.6%Worst drop · 1Y−6.9%

2.1%Volatility · 1Y11.8%

4.6%Yield3.0%

$1.3BAssets$120B

3–1SUSB wins

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

Cost, Income and Risk

Fees: SUSB, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SUSB0.12%$12

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

Yields: SUSB, SCHD, VIG

4.61%highest, SUSB

FundTrailing yieldYield$10k

SUSB4.61%$461

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$449most kept, SUSB

SUSB$461 − $12 = $449

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: SUSB, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SUSBSCHDVIG

SUSB—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SUSBWorst drop−1.6%2.1% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

SUSBSCHD

+1.2%Year to date+33.1%

4.6%Yield3.0%

+2.0%Past year+39.1%

0.12%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026