Compare · 3 funds side by side · dividends reinvested

VIG, FAS and SCHD

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

02 / 04

VIG, FAS 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%$123B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

Direxion Daily Financial Bull 3X ETFLeveraged · 3x0.92%8.50%+3.6%+17.1%+53.4%+6.3%−40.9%45.2%$2.1B2.4

Rank among the three1st → 3rdFee, 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 · FAS 2008 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

FAS

Direxion Daily Financial Bull 3X ETF · $2.1B$13,574

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

VIGMeasureFAS

+12.5%Year to dateJan 1 → Nov 5+3.6%

+15.2%1 yearTotal return+17.1%

+18.9%3 years · per year$10,000 became $16,814 · $36,089+53.4%

+10.3%5 years · per year$10,000 became $16,331 · $13,574+6.3%

0.04%Expense ratio$4 · $92 a year on $10k · lower is better0.92%

1.49%Trailing 12-mo yield$149 · $850 a year on $10k8.50%

−7.9%Worst dropSmaller is better−40.9%

10.8%VolatilityLower is calmer45.2%

VIGFAS 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 FAS: Top 5 Holdings

Today

VIG

22.1%in top 5

FAS

in top 59.3%

VIGStockFAS

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPM2.4%

not top 5BRK-B2.8%

not top 5V1.9%

not top 5MA1.4%

not top 5BAC0.9%

Held in common12.9%

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

VIG vs FAS Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

FASDirexion

+6.3%

5 years, per year

VIGFASFaded: behind in that period

2–2Level

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

Income vs Leveraged: VIG vs FAS

YTD

VanguardVIG

+12.5%

FASDirexion

+3.6%

+12.5%Year to date+3.6%

−7.9%Worst drop · 1Y−40.9%

10.8%Volatility · 1Y45.2%

1.5%Yield8.5%

$109BAssets$2.1B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, FAS, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FAS0.92%$92

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

Yields: VIG, FAS, SCHD

8.50%highest, FAS

FundTrailing yieldYield$10k

FAS8.50%$850

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$758most kept, FAS

FAS$850 − $92 = $758

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: VIG, FAS, SCHD

Today

14.5%most shared, VIG and SCHD

VIGFASSCHD

VIG—12.9%14.5%

FAS12.9%—0.7%

SCHD14.5%0.7%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

FASWorst drop−40.9%45.2% vol

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

Paid More vs Made More

YTD

FASSCHD

+3.6%Year to date+32.3%

8.5%Yield3.0%

+17.1%Past year+38.7%

0.92%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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