Compare · 3 funds side by side · dividends reinvested

VIG, SDTY and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

VIG, SDTY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.63%+8.6%+10.8%[…][…]−8.0%12.6%$39M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · SDTY 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $39M[…]

$10,000 five years ago, dividends reinvested

VIGMeasureSDTY

+12.1%Year to dateJan 1 → Nov 6+8.6%

+14.3%1 yearTotal return+10.8%

+18.6%3 years · per year$10,000 became $16,669 · […][…]

+10.2%5 years · per year$10,000 became $16,243 · […][…]

0.04%Expense ratio$4 · $108 a year on $10k · lower is better1.08%

1.50%Trailing 12-mo yield$150 · $2,963 a year on $10k29.63%

−7.9%Worst dropSmaller is better−8.0%

10.8%VolatilityLower is calmer12.6%

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

5–1VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs SDTY: Top 5 Holdings

Today

VIG

22.1%in top 5

SDTY

in top 5[…]

VIGStockSDTY

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 6, 2026 · share of each fund

VIG vs SDTY Returns, Every Period

VanguardVIG

+14.3%

past year

SDTYYieldMax

+10.8%

past year

VIGSDTYFaded: behind in that period

2–0VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VIG vs SDTY

YTD

VanguardVIG

+12.1%

SDTYYieldMax

+8.6%

+12.1%Year to date+8.6%

−7.9%Worst drop · 1Y−8.0%

10.8%Volatility · 1Y12.6%

1.5%Yield29.6%

$109BAssets$39.3M

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, SDTY, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SDTY1.08%$108

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, SDTY, SCHD

29.63%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.63%$2,963

SCHD3.00%$300

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIG, SDTY, SCHD

Today

14.5%most shared, VIG and SCHD

VIGSDTYSCHD

VIG—[…]14.5%

SDTY[…]—[…]

SCHD14.5%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SDTYWorst drop−8.0%12.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SDTYSCHD

+8.6%Year to date+31.4%

29.6%Yield3.0%

+10.8%Past year+37.0%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026