Compare · 4 funds side by side · dividends reinvested

VIG, SECT, SCHD and CGDV

VIGVanguard×SECTMain Management×SCHDSchwab×CGDVCapital Group×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

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

Story of the four · RiskSmallest drop

VIG, SECT, SCHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.7%+13.9%+23.6%[…]−9.7%13.5%$39.2B2.7

Main Sector Rotation ETFUnsorted0.69%0.70%+9.6%+10.6%+18.8%+10.4%−10.7%15.9%$2.9B3.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: VIG 2006 · SECT 2017 · SCHD 2011 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,596

VIG

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

Cost, Income and Risk

Fees: VIG, SECT, SCHD, CGDV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

SECT0.69%$69

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

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

VIGMeasureSCHD

+16.0%Year to dateJan 1 → Nov 12+34.2%

+16.9%1 yearTotal return+36.8%

+18.9%3 years · per year$10,000 became $16,806 · $17,257+19.9%

+10.7%5 years · per year$10,000 became $16,596 · $16,429+10.4%

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

1.45%Trailing 12-mo yield$145 · $293 a year on $10k2.93%

−7.9%Worst dropSmaller is better−6.9%

11.0%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

4.1%LLYnot top 5

not top 5AMGN4.1%

3.9%JPMnot top 5

Held in common14.5%

End-of-day Nov 12, 2026 · share of each fund

VIG vs SCHD Returns, Every Period

5Y

VanguardVIG

+10.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VIGSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

VIG vs SCHD

YTD

VanguardVIG

+16.0%

SCHDSchwab

+34.2%

+16.0%Year to date+34.2%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.7%

1.4%Yield2.9%

$109BAssets$124B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: VIG, SECT, SCHD, CGDV

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

CGDV1.24%$124

SECT0.70%$70

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

CGDV$124 − $33 = $91

SECT$70 − $69 = $1

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VIG, SECT, SCHD, CGDV

Today

29.3%most shared, VIG and CGDV

VIGSECTSCHDCGDV

VIG—0.0%14.5%29.3%

SECT0.0%—0.0%0.0%

SCHD14.5%0.0%—5.7%

CGDV29.3%0.0%5.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

SECTWorst drop−10.7%15.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+34.2%Year to date+16.0%

2.9%Yield1.4%

+36.8%Past year+16.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

VIG, SECT, SCHD and CGDV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four