Compare · 3 funds side by side · dividends reinvested

VIG, BFOR 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, BFOR 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%$122B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.53%+12.7%+17.8%+19.7%+9.0%−9.0%14.8%$239M2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · BFOR 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - Barron's 400 ETF · $239M$15,354

BFOR

VIG

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

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

BFORMeasureVIG

+12.7%Year to dateJan 1 → Nov 9+14.8%

+17.8%1 yearTotal return+17.6%

+19.7%3 years · per year$10,000 became $17,160 · $16,775+18.8%

+9.0%5 years · per year$10,000 became $15,354 · $16,638+10.7%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

0.53%Trailing 12-mo yield$53 · $146 a year on $10k1.46%

−9.0%Worst dropSmaller is better−7.9%

14.8%VolatilityLower is calmer11.0%

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

2–6VIG wins

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

More Ways to See the Pairs

BFOR vs VIG: Top 5 Holdings

Today

BFOR

1.9%in top 5

VIG

in top 522.1%

BFORStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.4%CRCTnot top 5

0.4%CDNAnot top 5

0.4%PTCnot top 5

0.4%FIGSnot top 5

0.4%ADMAnot top 5

Held in common11.0%

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

BFOR vs VIG Returns, Every Period

ALPSBFOR

+9.0%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

BFORVIGFaded: behind in that period

2–2Level

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

Unsorted vs Income: BFOR vs SCHD

YTD

ALPSBFOR

+12.7%

SCHDSchwab

+33.2%

+12.7%Year to date+33.2%

−9.0%Worst drop · 1Y−6.9%

14.8%Volatility · 1Y11.8%

0.5%Yield3.0%

$239MAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: VIG, BFOR, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

BFOR0.65%$65

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

Yields: VIG, BFOR, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

BFOR0.53%$53

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

BFOR$53 − $65 = −$12

KeptFee

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

Overlap: VIG, BFOR, SCHD

Today

14.5%most shared, VIG and SCHD

VIGBFORSCHD

VIG—11.0%14.5%

BFOR11.0%—5.7%

SCHD14.5%5.7%—

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

BFORWorst drop−9.0%14.8% vol

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

Paid More vs Made More

YTD

SCHDVIG

+33.2%Year to date+14.8%

3.0%Yield1.5%

+39.1%Past year+17.6%

0.06%Fee0.04%

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%

$45.5BAssets$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