Compare · 4 funds side by side · dividends reinvested

VIG, BSJS, BND and SCHD

VIGVanguard×BSJSInvesco×BNDVanguard×SCHDSchwab×

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

02 / 04

VIG, BSJS, BND 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%$120B2.3

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.07%+3.1%+4.6%+8.4%+3.3%−1.6%2.6%$783M2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.9

Rank among the four1st → 4thFee, 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 · BSJS 2020 · BND 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $783M$11,785

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasureBSJS

+14.8%Year to dateJan 1 → Nov 9+3.1%

+17.6%1 yearTotal return+4.6%

+18.8%3 years · per year$10,000 became $16,775 · $12,730+8.4%

+10.7%5 years · per year$10,000 became $16,638 · $11,785+3.3%

0.04%Expense ratio$4 · $42 a year on $10k · lower is better0.42%

1.46%Trailing 12-mo yield$146 · $607 a year on $10k6.07%

−7.9%Worst dropSmaller is better−1.6%

11.0%VolatilityLower is calmer2.6%

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

5–3VIG 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 BSJS: Top 5 Holdings

Today

VIG

22.1%in top 5

BSJS

in top 50.3%

VIGStockBSJS

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

not top 5AGPXX0.3%

Held in common0.0%

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

VIG vs BSJS Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

BSJSInvesco

+3.3%

5 years, per year

VIGBSJSFaded: behind in that period

4–0VIG wins

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

Income vs Bonds: VIG vs BSJS

YTD

VanguardVIG

+14.8%

BSJSInvesco

+3.1%

+14.8%Year to date+3.1%

−7.9%Worst drop · 1Y−1.6%

11.0%Volatility · 1Y2.6%

1.5%Yield6.1%

$109BAssets$783M

3–1BSJS wins

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

Cost, Income and Risk

Fees: VIG, BSJS, BND, SCHD

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

SCHD0.06%$6

BSJS0.42%$42

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

Yields: VIG, BSJS, BND, SCHD

6.07%highest, BSJS

FundTrailing yieldYield$10k

BSJS6.07%$607

BND4.12%$412

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$565most kept, BSJS

BSJS$607 − $42 = $565

BND$412 − $3 = $409

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: VIG, BSJS, BND, SCHD

Today

14.5%most shared, VIG and SCHD

VIGBSJSBNDSCHD

VIG—0.0%[…]14.5%

BSJS0.0%—[…]0.0%

BND[…][…]—[…]

SCHD14.5%0.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

BSJSWorst drop−1.6%2.6% vol

BNDWorst drop−4.5%4.0% 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

BSJSSCHD

+3.1%Year to date+33.2%

6.1%Yield3.0%

+4.6%Past year+39.1%

0.42%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

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