Compare · 3 funds side by side · dividends reinvested

USD, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$55,068USD · best of the three

02 / 04

USD, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

ProShares Ultra SemiconductorsLeveraged · 2x0.94%0.73%+8.5%+5.0%+83.0%+40.7%−55.6%82.4%$1.7B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: USD 2007 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Ultra Semiconductors · $1.7B$55,068

USD

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

USDMeasureSCHD

+8.5%Year to dateJan 1 → Nov 9+33.2%

+5.0%1 yearTotal return+39.1%

+83.0%3 years · per year$10,000 became $61,253 · $17,123+19.6%

+40.7%5 years · per year$10,000 became $55,068 · $16,459+10.5%

0.94%Expense ratio$94 · $6 a year on $10k · lower is better0.06%

0.73%Trailing 12-mo yield$73 · $296 a year on $10k2.96%

−55.6%Worst dropSmaller is better−6.9%

82.4%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USD vs SCHD: Top 5 Holdings

Today

USD

72.9%in top 5

SCHD

in top 521.4%

USDStockSCHD

28.1%NVDAnot top 5

26.8%IQMMnot top 5

8.7%AVGOnot top 5

4.8%MUnot top 5

4.6%AMDnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common2.7%

End-of-day Nov 9, 2026 · share of each fund

USD vs SCHD Returns, Every Period

ProSharesUSD

+40.7%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

USDSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: USD vs SCHD

YTD

ProSharesUSD

+8.5%

SCHDSchwab

+33.2%

+8.5%Year to date+33.2%

−55.6%Worst drop · 1Y−6.9%

82.4%Volatility · 1Y11.8%

0.7%Yield3.0%

$1.7BAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USD, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

USD0.94%$94

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USD, SCHD, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

USD0.73%$73

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

USD$73 − $94 = −$21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USD, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

USDSCHDVIG

USD—2.7%10.0%

SCHD2.7%—14.5%

VIG10.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

USDWorst drop−55.6%82.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.2%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026