Compare · 4 funds side by side · dividends reinvested

VIG, CGUI, SGOV and SCHD

VIGVanguard×CGUICapital Group×SGOViShares×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, CGUI, SGOV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.5

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M2.7

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 · CGUI 2024 · SGOV 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-3 Month Treasury Bond ETF · $117B$12,091

SGOV

CGUI

Capital Group Ultra Short Income ETF · $442M[…]

$10,000 five years ago, dividends reinvested

SGOVMeasureCGUI

+3.2%Year to dateJan 1 → Nov 9+3.0%

+3.8%1 yearTotal return+3.8%

+4.5%3 years · per year$10,000 became $11,417 · […][…]

+3.9%5 years · per year$10,000 became $12,091 · […][…]

0.09%Expense ratio$9 · $18 a year on $10k · lower is better0.18%

3.63%Trailing 12-mo yield$363 · $382 a year on $10k3.82%

0.0%Worst dropSmaller is better−0.2%

0.2%VolatilityLower is calmer0.9%

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

4–1SGOV wins

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

More Ways to See the Pairs

SGOV vs CGUI: Top 5 Holdings

Today

SGOV

[…]in top 5

CGUI

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SGOV vs CGUI Returns, Every Period

iSharesSGOV

+3.8%

past year

CGUICapital Group

+3.8%

past year

SGOVCGUIFaded: behind in that period

1–0SGOV wins

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

SGOV vs CGUI

YTD

iSharesSGOV

+3.2%

CGUICapital Group

+3.0%

+3.2%Year to date+3.0%

+0.0%Worst drop · 1Y−0.2%

0.2%Volatility · 1Y0.9%

3.6%Yield3.8%

$117BAssets$442M

3–1SGOV wins

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

Cost, Income and Risk

Fees: VIG, CGUI, SGOV, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SGOV0.09%$9

CGUI0.18%$18

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

Yields: VIG, CGUI, SGOV, SCHD

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

SGOV3.63%$363

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$364most kept, CGUI

CGUI$382 − $18 = $364

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: VIG, CGUI, SGOV, SCHD

Today

14.5%most shared, VIG and SCHD

VIGCGUISGOVSCHD

VIG—[…][…]14.5%

CGUI[…]—[…][…]

SGOV[…][…]—[…]

SCHD14.5%[…][…]—

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

SGOVWorst drop0.0%0.2% vol

CGUIWorst drop−0.2%0.9% 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

CGUISCHD

+3.0%Year to date+33.1%

3.8%Yield3.0%

+3.8%Past year+39.1%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%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