Compare · 3 funds side by side · dividends reinvested

TOPT, SCHD and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

TOPT, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.3

iShares Top 20 U.S. Stocks ETFUS Stock Styles · Large cap0.20%0.37%+8.5%+7.7%[…][…]−12.5%16.4%$712M2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: TOPT 2024 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Top 20 U.S. Stocks ETF · $712M[…]

TOPT

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 65.2% in common

TOPTMeasure

More Ways to See the Pairs

TOPT vs VUG: Top 5 Holdings

Today

TOPT

50.3%in top 5

VUG

in top 545.2%

TOPTStockVUG

16.0%AAPL12.5%

13.0%NVDA13.5%

11.9%MSFT9.7%

not top 5GOOGL5.2%

4.8%

Cost, Income and Risk

Fees: TOPT, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

TOPT0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: TOPT, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VUG

+8.5%Year to dateJan 1 → Nov 12+4.9%

+7.7%1 yearTotal return+3.5%

[…]3 years · per year$10,000 became […] · $18,215+22.1%

[…]5 years · per year$10,000 became […] · $16,326+10.3%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.37%Trailing 12-mo yield$37 · $41 a year on $10k0.41%

−12.5%Worst dropSmaller is better−15.1%

16.4%VolatilityLower is calmer19.1%

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

4–2TOPT wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AMZN

not top 5

4.6%LLYnot top 5

not top 5AVGO4.3%

Held in common65.2%

End-of-day Nov 12, 2026 · share of each fund

TOPT vs VUG Returns, Every Period

1Y

iSharesTOPT

+7.7%

past year

VUGVanguard

+3.5%

past year

TOPTVUGFaded: behind in that period

2–0TOPT wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: TOPT vs SCHD

YTD

iSharesTOPT

+8.5%

SCHDSchwab

+34.2%

+8.5%Year to date+34.2%

−12.5%Worst drop · 1Y−6.9%

16.4%Volatility · 1Y11.7%

0.4%Yield2.9%

$712MAssets$124B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VUG0.41%$41

TOPT0.37%$37

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VUG$41 − $3 = $38

TOPT$37 − $20 = $17

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: TOPT, SCHD, VUG

Today

65.2%most shared, TOPT and VUG

TOPTSCHDVUG

TOPT—0.0%65.2%

SCHD0.0%—0.8%

VUG65.2%0.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

TOPTWorst drop−12.5%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDTOPT

+34.2%Year to date+8.5%

2.9%Yield0.4%

+36.8%Past year+7.7%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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TOPT, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three