Compare · 3 funds side by side · dividends reinvested

VIG, NETL 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, NETL 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%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$48M2.8

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 · NETL 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

VIGMeasureSCHD

+12.5%Year to dateJan 1 → Nov 5+32.3%

+15.2%1 yearTotal return+38.7%

+18.9%3 years · per year$10,000 became $16,814 · $17,414+20.3%

+10.3%5 years · per year$10,000 became $16,331 · $16,375+10.4%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.49%Trailing 12-mo yield$149 · $298 a year on $10k2.98%

−7.9%Worst dropSmaller is better−6.9%

10.8%VolatilityLower is calmer11.7%

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

2–6SCHD 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 SCHD: Top 5 Holdings

Today

VIG

22.1%in top 5

SCHD

in top 521.7%

VIGStockSCHD

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

4.3%AVGOnot top 5

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common14.5%

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

VIG vs SCHD Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VIGSCHDFaded: behind in that period

0–4SCHD wins

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

Income vs Sector: VIG vs NETL

YTD

VanguardVIG

+12.5%

NETLNETL

+6.8%

+12.5%Year to date+6.8%

−7.9%Worst drop · 1Y−16.7%

10.8%Volatility · 1Y14.9%

1.5%Yield5.2%

$109BAssets$47.9M

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, NETL, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

NETL0.60%$60

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

Yields: VIG, NETL, SCHD

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

SCHD2.98%$298

VIG1.49%$149

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

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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

Overlap: VIG, NETL, SCHD

Today

14.5%most shared, VIG and SCHD

VIGNETLSCHD

VIG—0.0%14.5%

NETL0.0%—0.0%

SCHD14.5%0.0%—

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

NETLWorst drop−16.7%14.9% vol

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

Paid More vs Made More

YTD

NETLSCHD

+6.8%Year to date+32.3%

5.2%Yield3.0%

+7.5%Past year+38.7%

0.60%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%

$44.9BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026