Compare · 3 funds side by side · dividends reinvested

USRT, VIG and SCHD

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

02 / 04

USRT, VIG and SCHD, 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%$120B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.3B2.6

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: USRT 2007 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.3B$11,898

USRT

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

USRTMeasureVIG

+16.5%Year to dateJan 1 → Nov 5+12.5%

+16.4%1 yearTotal return+15.2%

+16.4%3 years · per year$10,000 became $15,762 · $16,814+18.9%

+3.5%5 years · per year$10,000 became $11,898 · $16,331+10.3%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

2.69%Trailing 12-mo yield$269 · $149 a year on $10k1.49%

−12.4%Worst dropSmaller is better−7.9%

13.9%VolatilityLower is calmer10.8%

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

3–5VIG wins

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

More Ways to See the Pairs

USRT vs VIG: Top 5 Holdings

Today

USRT

31.4%in top 5

VIG

in top 522.1%

USRTStockVIG

9.2%WELLnot top 5

6.9%PLDnot top 5

6.0%EQIXnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%SPGnot top 5

4.5%PSAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

USRT vs VIG Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

USRTVIGFaded: behind in that period

2–2Level

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

Sector vs Income: USRT vs SCHD

YTD

iSharesUSRT

+16.5%

SCHDSchwab

+32.3%

+16.5%Year to date+32.3%

−12.4%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.7%

2.7%Yield3.0%

$4.3BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: USRT, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

USRT0.08%$8

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

Yields: USRT, VIG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

USRT2.69%$269

VIG1.49%$149

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

USRT$269 − $8 = $261

VIG$149 − $4 = $145

KeptFee

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

Overlap: USRT, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

USRTVIGSCHD

USRT—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

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

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

USRTWorst drop−12.4%13.9% vol

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

Paid More vs Made More

YTD

SCHDUSRT

+32.3%Year to date+16.5%

3.0%Yield2.7%

+38.7%Past year+16.4%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026