Compare · 4 funds side by side · dividends reinvested

VIG, PIPE, SMH and SCHD

VIGVanguard×PIPEInvesco×SMHVanEck×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

VIG, PIPE, SMH and SCHD, 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%$122B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.11%+21.3%+27.0%[…][…]−10.7%17.4%$60M2.8

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 · PIPE 2025 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

PIPE

Invesco SteelPath MLP & Energy Infrastructure ETF · $60M[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

VIGMeasurePIPE

+14.8%Year to dateJan 1 → Nov 9+21.3%

+17.6%1 yearTotal return+27.0%

+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 · $75 a year on $10k · lower is better0.75%

1.46%Trailing 12-mo yield$146 · $411 a year on $10k4.11%

−7.9%Worst dropSmaller is better−10.7%

11.0%VolatilityLower is calmer17.4%

VIGPIPE 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 PIPE: Top 5 Holdings

Today

VIG

22.1%in top 5

PIPE

in top 532.6%

VIGStockPIPE

not top 5TRGP8.5%

not top 5PAGP6.7%

not top 5TRP6.0%

not top 5WMB6.0%

not top 5LNG5.3%

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 common0.1%

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

VIG vs PIPE Returns, Every Period

VanguardVIG

+17.6%

past year

PIPEInvesco

+27.0%

past year

VIGPIPEFaded: behind in that period

0–2PIPE wins

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

Income vs Thematic: VIG vs PIPE

YTD

VanguardVIG

+14.8%

PIPEInvesco

+21.3%

+14.8%Year to date+21.3%

−7.9%Worst drop · 1Y−10.7%

11.0%Volatility · 1Y17.4%

1.5%Yield4.1%

$109BAssets$60.1M

2–2level

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

Cost, Income and Risk

Fees: VIG, PIPE, SMH, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

PIPE0.75%$75

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

Yields: VIG, PIPE, SMH, SCHD

4.11%highest, PIPE

FundTrailing yieldYield$10k

PIPE4.11%$411

SCHD2.96%$296

VIG1.46%$146

SMH0.23%$23

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

Income After Fees on $10,000

$336most kept, PIPE

PIPE$411 − $75 = $336

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

KeptFee

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

Overlap: VIG, PIPE, SMH, SCHD

Today

14.5%most shared, VIG and SCHD

VIGPIPESMHSCHD

VIG—0.1%10.3%14.5%

PIPE0.1%—0.0%1.3%

SMH10.3%0.0%—8.2%

SCHD14.5%1.3%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

PIPEWorst drop−10.7%17.4% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PIPESMH

+21.3%Year to date+35.3%

4.1%Yield0.2%

+27.0%Past year+39.3%

0.75%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

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