Compare · 3 funds side by side · dividends reinvested

TIME, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

TIME, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

Clockwise U.S. Core Equity ETFUS Stock Styles · Large cap1.02%0.72%+4.1%+5.7%+22.9%[…]−13.1%14.9%$15M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: TIME 2022 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Clockwise U.S. Core Equity ETF · $15M[…]

TIME

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

TIMEMeasureSCHD

+4.1%Year to dateJan 1 → Nov 5+32.3%

+5.7%1 yearTotal return+38.7%

+22.9%3 years · per year$10,000 became $18,547 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

1.02%Expense ratio$102 · $6 a year on $10k · lower is better0.06%

0.72%Trailing 12-mo yield$72 · $298 a year on $10k2.98%

−13.1%Worst dropSmaller is better−6.9%

14.9%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

TIME vs SCHD: Top 5 Holdings

Today

TIME

38.6%in top 5

SCHD

in top 521.7%

TIMEStockSCHD

9.8%NVDAnot top 5

9.0%MSFTnot top 5

8.2%AAPLnot top 5

6.4%GOOGLnot top 5

5.3%AMZNnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common5.6%

End-of-day Nov 5, 2026 · share of each fund

TIME vs SCHD Returns, Every Period

ClockwiseTIME

+5.7%

past year

SCHDSchwab

+38.7%

past year

TIMESCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: TIME vs SCHD

YTD

ClockwiseTIME

+4.1%

SCHDSchwab

+32.3%

+4.1%Year to date+32.3%

−13.1%Worst drop · 1Y−6.9%

14.9%Volatility · 1Y11.7%

0.7%Yield3.0%

$15.5MAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TIME, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

TIME1.02%$102

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TIME, SCHD, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

TIME0.72%$72

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

TIME$72 − $102 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TIME, SCHD, VUG

Today

55.3%most shared, TIME and VUG

TIMESCHDVUG

TIME—5.6%55.3%

SCHD5.6%—0.8%

VUG55.3%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

TIMEWorst drop−13.1%14.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDTIME

+32.3%Year to date+4.1%

3.0%Yield0.7%

+38.7%Past year+5.7%

0.06%Fee1.02%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026