Compare · 4 funds side by side · dividends reinvested

VIG, CGUI, MUB and SCHD

VIGVanguard×CGUICapital Group×MUBiShares×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, MUB 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%$123B2.1

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.9%[…][…]−0.2%0.9%$387M2.2

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

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.7B2.8

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 · MUB 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

+12.5%Year to dateJan 1 → Nov 5+3.0%

+15.2%1 yearTotal return+3.9%

+18.9%3 years · per year$10,000 became $16,814 · […][…]

+10.3%5 years · per year$10,000 became $16,331 · […][…]

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

1.49%Trailing 12-mo yield$149 · $382 a year on $10k3.82%

−7.9%Worst dropSmaller is better−0.2%

10.8%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

+15.2%

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 CGUI

YTD

VanguardVIG

+12.5%

CGUICapital Group

+3.0%

+12.5%Year to date+3.0%

−7.9%Worst drop · 1Y−0.2%

10.8%Volatility · 1Y0.9%

1.5%Yield3.8%

$109BAssets$387M

3–1CGUI wins

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

Cost, Income and Risk

Fees: VIG, CGUI, MUB, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

SCHD0.06%$6

CGUI0.18%$18

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

Yields: VIG, CGUI, MUB, SCHD

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

MUB3.27%$327

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

MUB$327 − $5 = $322

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: VIG, CGUI, MUB, SCHD

Today

14.5%most shared, VIG and SCHD

VIGCGUIMUBSCHD

VIG—[…][…]14.5%

CGUI[…]—[…][…]

MUB[…][…]—[…]

SCHD14.5%[…][…]—

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

CGUIWorst drop−0.2%0.9% vol

MUBWorst drop−6.3%3.7% 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

CGUISCHD

+3.0%Year to date+32.3%

3.8%Yield3.0%

+3.9%Past year+38.7%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026