Compare · 3 funds side by side · dividends reinvested

UPSD, SCHD and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

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

Story of the three · RiskSmallest drop

UPSD, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

ETF Series Solutions - Aptus Large Cap Upside ETFUS Stock Styles · Large cap0.79%0.58%+13.6%+13.8%[…][…]−11.9%15.9%$145M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: UPSD 2024 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ETF Series Solutions - Aptus Large Cap Upside ETF · $145M[…]

UPSD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

UPSD

More Ways to See the Pairs

UPSD vs SCHD: Top 5 Holdings

Today

UPSD

17.5%in top 5

SCHD

in top 521.7%

UPSDStockSCHD

5.3%AAPLnot top 5

not top 5TXN4.6%

4.5%MSFTnot top 5

not top 5PG4.4%

not top 5HD4.3%

Cost, Income and Risk

Fees: UPSD, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

UPSD0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: UPSD, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHD

+13.6%Year to dateJan 1 → Nov 11+34.6%

+13.8%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

0.58%Trailing 12-mo yield$58 · $293 a year on $10k2.93%

−11.9%Worst dropSmaller is better−6.9%

15.9%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5AMGN4.1%

3.7%NVDAnot top 5

2.2%AMZNnot top 5

1.9%LLYnot top 5

Held in common8.1%

End-of-day Nov 11, 2026 · share of each fund

UPSD vs SCHD Returns, Every Period

1Y

AptusUPSD

+13.8%

past year

SCHDSchwab

+39.3%

past year

UPSDSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: UPSD vs SCHD

YTD

AptusUPSD

+13.6%

SCHDSchwab

+34.6%

+13.6%Year to date+34.6%

−11.9%Worst drop · 1Y−6.9%

15.9%Volatility · 1Y11.8%

0.6%Yield2.9%

$145MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

UPSD0.58%$58

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VUG$41 − $3 = $38

UPSD$58 − $79 = −$21

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: UPSD, SCHD, VUG

Today

34.2%most shared, UPSD and VUG

UPSDSCHDVUG

UPSD—8.1%34.2%

SCHD8.1%—0.8%

VUG34.2%0.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

UPSDWorst drop−11.9%15.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDUPSD

+34.6%Year to date+13.6%

2.9%Yield0.6%

+39.3%Past year+13.8%

0.06%Fee0.79%

4–0SCHD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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UPSD, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three