Compare · 4 funds side by side · dividends reinvested

VIG, BSJS, SGOV and SCHD

VIGVanguard×BSJSInvesco×SGOViShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

VIG, BSJS, SGOV and SCHD, 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%$123B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.5

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B2.6

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.08%+2.9%+4.5%+8.9%+3.3%−1.6%2.6%$782M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · BSJS 2020 · SGOV 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $782M$11,750

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

VIGMeasureBSJS

+12.5%Year to dateJan 1 → Nov 5+2.9%

+15.2%1 yearTotal return+4.5%

+18.9%3 years · per year$10,000 became $16,814 · $12,920+8.9%

+10.3%5 years · per year$10,000 became $16,331 · $11,750+3.3%

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

1.49%Trailing 12-mo yield$149 · $608 a year on $10k6.08%

−7.9%Worst dropSmaller is better−1.6%

10.8%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 5, 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 50.2%

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 5AGPXX0.2%

Held in common0.0%

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

VIG vs BSJS Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

BSJSInvesco

+3.3%

5 years, per year

VIGBSJSFaded: behind in that period

4–0VIG wins

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

Income vs Bonds: VIG vs BSJS

YTD

VanguardVIG

+12.5%

BSJSInvesco

+2.9%

+12.5%Year to date+2.9%

−7.9%Worst drop · 1Y−1.6%

10.8%Volatility · 1Y2.6%

1.5%Yield6.1%

$109BAssets$782M

3–1BSJS wins

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

Cost, Income and Risk

Fees: VIG, BSJS, SGOV, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SGOV0.09%$9

BSJS0.42%$42

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

Yields: VIG, BSJS, SGOV, SCHD

6.08%highest, BSJS

FundTrailing yieldYield$10k

BSJS6.08%$608

SGOV3.63%$363

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$566most kept, BSJS

BSJS$608 − $42 = $566

SGOV$363 − $9 = $354

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: VIG, BSJS, SGOV, SCHD

Today

14.5%most shared, VIG and SCHD

VIGBSJSSGOVSCHD

VIG—0.0%[…]14.5%

BSJS0.0%—[…]0.0%

SGOV[…][…]—[…]

SCHD14.5%0.0%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

BSJSWorst drop−1.6%2.6% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

BSJSSCHD

+2.9%Year to date+32.3%

6.1%Yield3.0%

+4.5%Past year+38.7%

0.42%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

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