Compare · 3 funds side by side · dividends reinvested

TBUX, SCHD and VIG

TBUXT. Rowe Price×SCHDSchwab×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

TBUX, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

T. Rowe Price Ultra Short-Term Bond ETFBonds & Cash · Ultra-short0.17%4.37%+3.4%+4.3%+5.6%+4.2%−0.1%0.7%$2.1B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: TBUX 2021 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Ultra Short-Term Bond ETF · $2.1B$12,293

TBUX

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TBUXMeasureSCHD

+3.4%Year to dateJan 1 → Nov 4+35.3%

+4.3%1 yearTotal return+41.6%

+5.6%3 years · per year$10,000 became $11,786 · $17,908+21.4%

+4.2%5 years · per year$10,000 became $12,293 · $16,881+11.0%

0.17%Expense ratio$17 · $6 a year on $10k · lower is better0.06%

4.37%Trailing 12-mo yield$437 · $291 a year on $10k2.91%

−0.1%Worst dropSmaller is better−6.9%

0.7%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TBUX vs SCHD: Top 5 Holdings

Today

TBUX

0.1%in top 5

SCHD

in top 521.6%

TBUXStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.1%HCAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

TBUX vs SCHD Returns, Every Period

T. Rowe PriceTBUX

+4.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

TBUXSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: TBUX vs SCHD

YTD

T. Rowe PriceTBUX

+3.4%

SCHDSchwab

+35.3%

+3.4%Year to date+35.3%

−0.1%Worst drop · 1Y−6.9%

0.7%Volatility · 1Y11.5%

4.4%Yield2.9%

$2.1BAssets$123B

3–1TBUX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TBUX, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

TBUX0.17%$17

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TBUX, SCHD, VIG

4.37%highest, TBUX

FundTrailing yieldYield$10k

TBUX4.37%$437

SCHD2.91%$291

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$420most kept, TBUX

TBUX$437 − $17 = $420

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TBUX, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

TBUXSCHDVIG

TBUX—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

TBUXWorst drop−0.1%0.7% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TBUXSCHD

+3.4%Year to date+35.3%

4.4%Yield2.9%

+4.3%Past year+41.6%

0.17%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026