Compare · 3 funds side by side · dividends reinvested

UTRE, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

UTRE, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

US Treasury 3 Year Note ETFBonds & Cash · Treasuries0.15%3.76%+0.6%+1.4%+4.0%[…]−2.1%2.1%$14M2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: UTRE 2023 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

US Treasury 3 Year Note ETF · $14M[…]

UTRE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested

UTREMeasureVIG

+0.6%Year to dateJan 1 → Nov 6+12.1%

+1.4%1 yearTotal return+14.3%

+4.0%3 years · per year$10,000 became $11,240 · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

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

3.76%Trailing 12-mo yield$376 · $150 a year on $10k1.50%

−2.1%Worst dropSmaller is better−7.9%

2.1%VolatilityLower is calmer10.8%

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

3–4VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UTRE vs VIG: Top 5 Holdings

Today

UTRE

[…]in top 5

VIG

in top 522.1%

UTREStockVIG

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 6, 2026 · share of each fund

UTRE vs VIG Returns, Every Period

F/mUTRE

+1.4%

past year

VIGVanguard

+14.3%

past year

UTREVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: UTRE vs SCHD

YTD

F/mUTRE

+0.6%

SCHDSchwab

+31.4%

+0.6%Year to date+31.4%

−2.1%Worst drop · 1Y−6.9%

2.1%Volatility · 1Y11.7%

3.8%Yield3.0%

$13.8MAssets$120B

3–1UTRE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UTRE, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

UTRE0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: UTRE, VIG, SCHD

3.76%highest, UTRE

FundTrailing yieldYield$10k

UTRE3.76%$376

SCHD3.00%$300

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$361most kept, UTRE

UTRE$376 − $15 = $361

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: UTRE, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

UTREVIGSCHD

UTRE—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

UTREWorst drop−2.1%2.1% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

UTRESCHD

+0.6%Year to date+31.4%

3.8%Yield3.0%

+1.4%Past year+37.0%

0.15%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026