Compare · 3 funds side by side · dividends reinvested

USSH, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

USSH, VIG and SCHD, 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%$120B1.8

WisdomTree 1-3 Year Laddered Treasury FundBonds & Cash · Treasuries0.15%3.66%+1.4%+2.1%[…][…]−0.9%1.3%$23M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

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: USSH 2024 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree 1-3 Year Laddered Treasury Fund · $23M[…]

USSH

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested

USSHMeasureVIG

+1.4%Year to dateJan 1 → Nov 9+14.8%

+2.1%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

0.15%Expense ratio$15 · $4 a year on $10k · lower is better0.04%

3.66%Trailing 12-mo yield$366 · $146 a year on $10k1.46%

−0.9%Worst dropSmaller is better−7.9%

1.3%VolatilityLower is calmer11.0%

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

3–3Level

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

More Ways to See the Pairs

USSH vs VIG: Top 5 Holdings

Today

USSH

[…]in top 5

VIG

in top 522.1%

USSHStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

USSH vs VIG Returns, Every Period

WisdomTreeUSSH

+2.1%

past year

VIGVanguard

+17.6%

past year

USSHVIGFaded: behind in that period

0–2VIG wins

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

Bonds vs Income: USSH vs SCHD

YTD

WisdomTreeUSSH

+1.4%

SCHDSchwab

+33.2%

+1.4%Year to date+33.2%

−0.9%Worst drop · 1Y−6.9%

1.3%Volatility · 1Y11.8%

3.7%Yield3.0%

$22.5MAssets$120B

3–1USSH wins

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

Cost, Income and Risk

Fees: USSH, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

USSH0.15%$15

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

Yields: USSH, VIG, SCHD

3.66%highest, USSH

FundTrailing yieldYield$10k

USSH3.66%$366

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$351most kept, USSH

USSH$366 − $15 = $351

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: USSH, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

USSHVIGSCHD

USSH—[…][…]

VIG[…]—14.5%

SCHD[…]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

USSHWorst drop−0.9%1.3% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

USSHSCHD

+1.4%Year to date+33.2%

3.7%Yield3.0%

+2.1%Past year+39.1%

0.15%Fee0.06%

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