Compare · 3 funds side by side · dividends reinvested

VIG, ACEI 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

VIG, ACEI 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%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

Innovator Equity Autocallable Income Strategy ETFIncome · Dividend stocks0.79%13.31%+3.4%+4.9%[…][…]−9.3%13.0%$53M2.7

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: VIG 2006 · ACEI 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

ACEI

Innovator Equity Autocallable Income Strategy ETF · $53M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureACEI

+14.8%Year to dateJan 1 → Nov 9+3.4%

+17.6%1 yearTotal return+4.9%

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

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

0.04%Expense ratio$4 · $79 a year on $10k · lower is better0.79%

1.46%Trailing 12-mo yield$146 · $1,331 a year on $10k13.31%

−7.9%Worst dropSmaller is better−9.3%

11.0%VolatilityLower is calmer13.0%

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

5–1VIG wins

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

More Ways to See the Pairs

VIG vs ACEI: Top 5 Holdings

Today

VIG

22.1%in top 5

ACEI

in top 5[…]

VIGStockACEI

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common[…]

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

VIG vs ACEI Returns, Every Period

VanguardVIG

+17.6%

past year

ACEIInnovator

+4.9%

past year

VIGACEIFaded: behind in that period

2–0VIG wins

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

VIG vs ACEI

YTD

VanguardVIG

+14.8%

ACEIInnovator

+3.4%

+14.8%Year to date+3.4%

−7.9%Worst drop · 1Y−9.3%

11.0%Volatility · 1Y13.0%

1.5%Yield13.3%

$109BAssets$53.0M

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, ACEI, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

ACEI0.79%$79

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

Yields: VIG, ACEI, SCHD

13.31%highest, ACEI

FundTrailing yieldYield$10k

ACEI13.31%$1,331

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$1,252most kept, ACEI

ACEI$1,331 − $79 = $1,252

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: VIG, ACEI, SCHD

Today

14.5%most shared, VIG and SCHD

VIGACEISCHD

VIG—[…]14.5%

ACEI[…]—[…]

SCHD14.5%[…]—

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

ACEIWorst drop−9.3%13.0% vol

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

Paid More vs Made More

YTD

ACEISCHD

+3.4%Year to date+33.2%

13.3%Yield3.0%

+4.9%Past year+39.1%

0.79%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