Compare · 4 funds side by side · dividends reinvested

VIG, CGUI, BND and SCHD

VIGVanguard×CGUICapital Group×BNDVanguard×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, CGUI, BND and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.3

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$387M2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B2.5

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 · CGUI 2024 · BND 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

CGUI

Capital Group Ultra Short Income ETF · $387M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureCGUI

+16.4%Year to dateJan 1 → Nov 5+3.0%

+18.9%1 yearTotal return+3.9%

+20.6%3 years · per year$10,000 became $17,533 · […][…]

+11.2%5 years · per year$10,000 became $17,005 · […][…]

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

1.44%Trailing 12-mo yield$144 · $382 a year on $10k3.82%

−7.9%Worst dropSmaller is better−0.2%

10.2%VolatilityLower is calmer0.9%

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

3–3Level

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 CGUI: Top 5 Holdings

Today

VIG

22.1%in top 5

CGUI

in top 5[…]

VIGStockCGUI

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 5, 2026 · share of each fund

VIG vs CGUI Returns, Every Period

VanguardVIG

+18.9%

past year

CGUICapital Group

+3.9%

past year

VIGCGUIFaded: behind in that period

2–0VIG wins

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

Income vs Bonds: VIG vs BND

YTD

VanguardVIG

+16.4%

BNDVanguard

−0.1%

+16.4%Year to date−0.1%

−7.9%Worst drop · 1Y−4.5%

10.2%Volatility · 1Y4.0%

1.4%Yield4.1%

$109BAssets$161B

3–1BND wins

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

Cost, Income and Risk

Fees: VIG, CGUI, BND, SCHD

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

SCHD0.06%$6

CGUI0.18%$18

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

Yields: VIG, CGUI, BND, SCHD

4.13%highest, BND

FundTrailing yieldYield$10k

BND4.13%$413

CGUI3.82%$382

SCHD2.91%$291

VIG1.44%$144

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

Income After Fees on $10,000

$410most kept, BND

BND$413 − $3 = $410

CGUI$382 − $18 = $364

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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

Overlap: VIG, CGUI, BND, SCHD

Today

14.5%most shared, VIG and SCHD

VIGCGUIBNDSCHD

VIG—[…][…]14.5%

CGUI[…]—[…][…]

BND[…][…]—[…]

SCHD14.5%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

CGUIWorst drop−0.2%0.9% vol

BNDWorst drop−4.5%4.0% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

BNDSCHD

−0.1%Year to date+35.3%

4.1%Yield2.9%

+0.3%Past year+41.6%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026