Compare · 3 funds side by side · dividends reinvested

SWP, VIG and SCHD

SWPSWP Investment Management×VIGVanguard×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SWP, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

Manager Directed Portfolios - SWP Growth & Income ETFIncome · Dividend stocks0.99%9.80%+3.0%+4.6%[…][…]−10.0%12.9%$142M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: SWP 2024 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Manager Directed Portfolios - SWP Growth & Income ETF · $142M[…]

SWP

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 30.4% in common

SWPMeasureVIG

+3.0%Year to dateJan 1 → Nov 6+12.1%

+4.6%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.99%Expense ratio$99 · $4 a year on $10k · lower is better0.04%

9.80%Trailing 12-mo yield$980 · $150 a year on $10k1.50%

−10.0%Worst dropSmaller is better−7.9%

12.9%VolatilityLower is calmer10.8%

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

1–5VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SWP vs VIG: Top 5 Holdings

Today

SWP

22.2%in top 5

VIG

in top 522.1%

SWPStockVIG

6.1%MSFT4.9%

5.0%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%IBMnot top 5

not top 5JPM3.9%

3.7%NVDAnot top 5

3.4%METAnot top 5

Held in common30.4%

End-of-day Nov 6, 2026 · share of each fund

SWP vs VIG Returns, Every Period

SWP Investment ManagementSWP

+4.6%

past year

VIGVanguard

+14.3%

past year

SWPVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SWP vs SCHD

YTD

SWP Investment ManagementSWP

+3.0%

SCHDSchwab

+31.4%

+3.0%Year to date+31.4%

−10.0%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.7%

9.8%Yield3.0%

$142MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SWP, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SWP0.99%$99

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SWP, VIG, SCHD

9.80%highest, SWP

FundTrailing yieldYield$10k

SWP9.80%$980

SCHD3.00%$300

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$881most kept, SWP

SWP$980 − $99 = $881

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SWP, VIG, SCHD

Today

30.4%most shared, SWP and VIG

SWPVIGSCHD

SWP—30.4%2.8%

VIG30.4%—14.5%

SCHD2.8%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SWPWorst drop−10.0%12.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SWPSCHD

+3.0%Year to date+31.4%

9.8%Yield3.0%

+4.6%Past year+37.0%

0.99%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026