Compare · 4 funds side by side · dividends reinvested

VIG, OMFS, SCHD and VUG

VIGVanguard×OMFSInvesco×SCHDSchwab×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,653VIG · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

VIG, OMFS, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.0

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+15.1%+17.0%+16.1%+4.4%−9.4%17.0%$264M3.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: VIG 2006 · OMFS 2017 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,653

VIG

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VIG vs OMFS: Top 5 Holdings

Today

VIG

22.1%in top 5

OMFS

in top 56.6%

VIGStockOMFS

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

Cost, Income and Risk

Fees: VIG, OMFS, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

OMFS0.39%$39

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $264M$12,382

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

VIGMeasureOMFS

+16.0%Year to dateJan 1 → Nov 11+15.1%

+17.8%1 yearTotal return+17.0%

+18.9%3 years · per year$10,000 became $16,811 · $15,665+16.1%

+10.7%5 years · per year$10,000 became $16,653 · $12,382+4.4%

0.04%Expense ratio$4 · $39 a year on $10k · lower is better0.39%

1.45%Trailing 12-mo yield$145 · $127 a year on $10k1.27%

−7.9%Worst dropSmaller is better−9.4%

11.0%VolatilityLower is calmer17.0%

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

8–0VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CTRE1.7%

not top 5FCFS1.3%

not top 5TRNO1.2%

not top 5SSREF1.2%

not top 5EAT1.1%

Held in common0.9%

End-of-day Nov 11, 2026 · share of each fund

VIG vs OMFS Returns, Every Period

5Y

VanguardVIG

+10.7%

5 years, per year

OMFSInvesco

+4.4%

5 years, per year

VIGOMFSFaded: behind in that period

4–0VIG wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VIG vs SCHD

YTD

VanguardVIG

+16.0%

SCHDSchwab

+34.6%

+16.0%Year to date+34.6%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.8%

1.4%Yield2.9%

$109BAssets$123B

3–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: VIG, OMFS, SCHD, VUG

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

OMFS1.27%$127

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

OMFS$127 − $39 = $88

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VIG, OMFS, SCHD, VUG

Today

26.4%most shared, VIG and VUG

VIGOMFSSCHDVUG

VIG—0.9%14.5%26.4%

OMFS0.9%—1.2%0.0%

SCHD14.5%1.2%—0.8%

VUG26.4%0.0%0.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

OMFSWorst drop−9.4%17.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+34.6%Year to date+16.0%

2.9%Yield1.4%

+39.3%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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VIG, OMFS, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four