Compare · 3 funds side by side · dividends reinvested

TAXI, SCHD and VIG

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

02 / 04

TAXI, SCHD and VIG, 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%$120B1.6

Northern Trust Intermediate Tax-Exempt Bond ETFBonds & Cash · Municipal0.05%2.57%+1.9%+3.1%[…][…]−4.7%2.6%$356M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

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: TAXI 2025 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Intermediate Tax-Exempt Bond ETF · $356M[…]

TAXI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

TAXIMeasureSCHD

+1.9%Year to dateJan 1 → Nov 6+31.4%

+3.1%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

2.57%Trailing 12-mo yield$257 · $300 a year on $10k3.00%

−4.7%Worst dropSmaller is better−6.9%

2.6%VolatilityLower is calmer11.7%

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

3–3Level

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

More Ways to See the Pairs

TAXI vs SCHD: Top 5 Holdings

Today

TAXI

[…]in top 5

SCHD

in top 521.4%

TAXIStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

TAXI vs SCHD Returns, Every Period

FlexSharesTAXI

+3.1%

past year

SCHDSchwab

+37.0%

past year

TAXISCHDFaded: behind in that period

0–2SCHD wins

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

Bonds vs Income: TAXI vs SCHD

YTD

FlexSharesTAXI

+1.9%

SCHDSchwab

+31.4%

+1.9%Year to date+31.4%

−4.7%Worst drop · 1Y−6.9%

2.6%Volatility · 1Y11.7%

2.6%Yield3.0%

$356MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: TAXI, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

TAXI0.05%$5

SCHD0.06%$6

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

Yields: TAXI, SCHD, VIG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

TAXI2.57%$257

VIG1.50%$150

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

TAXI$257 − $5 = $252

VIG$150 − $4 = $146

KeptFee

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

Overlap: TAXI, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

TAXISCHDVIG

TAXI—[…][…]

SCHD[…]—14.5%

VIG[…]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

TAXIWorst drop−4.7%2.6% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

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