Compare · 3 funds side by side · dividends reinvested

SCHD, VIG and SMH

Not found: TSSD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$39,579SMH · best of the three

02 / 04

SCHD, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$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 3, 2026 · returns include dividends · since: SCHD 2011 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,352

SCHD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

SCHDMeasureVIG

+32.8%Year to dateJan 1 → Nov 3+14.0%

+37.6%1 yearTotal return+15.9%

+21.2%3 years · per year$10,000 became $17,784 · $17,369+20.2%

+10.3%5 years · per year$10,000 became $16,352 · $16,495+10.5%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

2.97%Trailing 12-mo yield$297 · $147 a year on $10k1.47%

−6.9%Worst dropSmaller is better−7.9%

11.4%VolatilityLower is calmer10.0%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs VIG: Top 5 Holdings

Today

SCHD

21.4%in top 5

VIG

in top 522.1%

SCHDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%TXNnot top 5

4.3%PGnot top 5

not top 5AVGO4.3%

4.2%KOnot top 5

4.2%CVXnot top 5

4.2%HDnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common14.5%

End-of-day Nov 3, 2026 · share of each fund

SCHD vs VIG Returns, Every Period

SchwabSCHD

+10.3%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

SCHDVIGFaded: behind in that period

3–1SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

−6.9%Worst drop · 1Y−7.9%

11.4%Volatility · 1Y10.0%

3.0%Yield1.5%

$121BAssets$109B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCHD, VIG, SMH

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

SMH0.21%$21

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCHD, VIG, SMH

Today

14.5%most shared, SCHD and VIG

SCHDVIGSMH

SCHD—14.5%8.3%

VIG14.5%—10.3%

SMH8.3%10.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+43.3%SMH, at 41.1% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

SMHWorst drop−24.6%41.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+32.8%Year to date+44.0%

3.0%Yield0.2%

+37.6%Past year+43.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026