Compare · 4 funds side by side · dividends reinvested

VIG, FPAS, SCHD and SGOV

VIGVanguard×FPASFPA×SCHDSchwab×SGOViShares×

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, FPAS, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.1

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%$116B2.4

FPA Short Duration Government ETFBonds & Cash · Treasuries8.90%4.63%−0.6%+0.1%[…][…]−4.6%3.7%$16M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · FPAS 2024 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

FPAS

FPA Short Duration Government ETF · $16M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureFPAS

+14.8%Year to dateJan 1 → Nov 9−0.6%

+17.6%1 yearTotal return+0.1%

+18.8%3 years · per year$10,000 became $16,775 · […][…]

+10.7%5 years · per year$10,000 became $16,638 · […][…]

0.04%Expense ratio$4 · $890 a year on $10k · lower is better8.90%

1.46%Trailing 12-mo yield$146 · $463 a year on $10k4.63%

−7.9%Worst dropSmaller is better−4.6%

11.0%VolatilityLower is calmer3.7%

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

3–3Level

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

More Ways to See the Pairs

VIG vs FPAS: Top 5 Holdings

Today

VIG

22.1%in top 5

FPAS

in top 5[…]

VIGStockFPAS

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 9, 2026 · share of each fund

VIG vs FPAS Returns, Every Period

VanguardVIG

+17.6%

past year

FPASFPA

+0.1%

past year

VIGFPASFaded: behind in that period

2–0VIG wins

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

Income vs Bonds: VIG vs FPAS

YTD

VanguardVIG

+14.8%

FPASFPA

−0.6%

+14.8%Year to date−0.6%

−7.9%Worst drop · 1Y−4.6%

11.0%Volatility · 1Y3.7%

1.5%Yield4.6%

$109BAssets$16.4M

3–1FPAS wins

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

Cost, Income and Risk

Fees: VIG, FPAS, SCHD, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SGOV0.09%$9

FPAS8.90%$890

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

Yields: VIG, FPAS, SCHD, SGOV

4.63%highest, FPAS

FundTrailing yieldYield$10k

FPAS4.63%$463

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

$354most kept, SGOV

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

FPAS$463 − $890 = −$427

KeptFee

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

Overlap: VIG, FPAS, SCHD, SGOV

Today

14.5%most shared, VIG and SCHD

VIGFPASSCHDSGOV

VIG—[…]14.5%[…]

FPAS[…]—[…][…]

SCHD14.5%[…]—[…]

SGOV[…][…][…]—

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

FPASWorst drop−4.6%3.7% 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

FPASSCHD

−0.6%Year to date+33.2%

4.6%Yield3.0%

+0.1%Past year+39.1%

8.90%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%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$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