Compare · 3 funds side by side · dividends reinvested

VFMF, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,913VFMF · best of the three

02 / 04

VFMF, SCHD and VIG, 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%$123B1.5

Vanguard U.S. Multifactor ETFUS Stock Styles · Factor0.18%1.42%+21.7%+29.2%+24.5%+13.6%−7.1%12.8%$1.1B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.4

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: VFMF 2018 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard U.S. Multifactor ETF · $1.1B$18,913

VFMF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

VFMFMeasureSCHD

+21.7%Year to dateJan 1 → Nov 5+32.3%

+29.2%1 yearTotal return+38.7%

+24.5%3 years · per year$10,000 became $19,298 · $17,414+20.3%

+13.6%5 years · per year$10,000 became $18,913 · $16,375+10.4%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.42%Trailing 12-mo yield$142 · $298 a year on $10k2.98%

−7.1%Worst dropSmaller is better−6.9%

12.8%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

VFMF vs SCHD: Top 5 Holdings

Today

VFMF

5.0%in top 5

SCHD

in top 521.7%

VFMFStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.1%MUnot top 5

1.1%VLOnot top 5

1.0%DELLnot top 5

0.9%NEMnot top 5

0.9%MPCnot top 5

Held in common11.0%

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

VFMF vs SCHD Returns, Every Period

VanguardVFMF

+13.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VFMFSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: VFMF vs SCHD

YTD

VanguardVFMF

+21.7%

SCHDSchwab

+32.3%

+21.7%Year to date+32.3%

−7.1%Worst drop · 1Y−6.9%

12.8%Volatility · 1Y11.7%

1.4%Yield3.0%

$1.1BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: VFMF, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

VFMF0.18%$18

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

Yields: VFMF, SCHD, VIG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

VFMF1.42%$142

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

VFMF$142 − $18 = $124

KeptFee

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

Overlap: VFMF, SCHD, VIG

Today

16.5%most shared, VFMF and VIG

VFMFSCHDVIG

VFMF—11.0%16.5%

SCHD11.0%—14.5%

VIG16.5%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

VFMFWorst drop−7.1%12.8% vol

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

Paid More vs Made More

YTD

SCHDVFMF

+32.3%Year to date+21.7%

3.0%Yield1.4%

+38.7%Past year+29.2%

0.06%Fee0.18%

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%

$46.1BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026