Compare · 4 funds side by side · dividends reinvested

VIG, SHM, BNDX and SCHD

VIGVanguard×SHMSPDR×BNDXVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

VIG, SHM, BNDX 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%$120B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.1%+3.3%+1.1%−2.7%1.8%$3.5B2.8

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.4%+4.4%+0.5%−3.2%3.8%$82.9B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · SHM 2007 · BNDX 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,571

$10,000 five years ago, dividends reinvested

VIGMeasureSHM

+14.8%Year to dateJan 1 → Nov 9+1.4%

+17.6%1 yearTotal return+2.1%

+18.8%3 years · per year$10,000 became $16,775 · $11,019+3.3%

+10.7%5 years · per year$10,000 became $16,638 · $10,571+1.1%

0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%

1.46%Trailing 12-mo yield$146 · $270 a year on $10k2.70%

−7.9%Worst dropSmaller is better−2.7%

11.0%VolatilityLower is calmer1.8%

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

5–3VIG wins

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 SHM: Top 5 Holdings

Today

VIG

22.1%in top 5

SHM

in top 5[…]

VIGStockSHM

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 9, 2026 · share of each fund

VIG vs SHM Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

VIGSHMFaded: behind in that period

4–0VIG wins

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

Income vs Bonds: VIG vs BNDX

YTD

VanguardVIG

+14.8%

BNDXVanguard

+1.0%

+14.8%Year to date+1.0%

−7.9%Worst drop · 1Y−3.2%

11.0%Volatility · 1Y3.8%

1.5%Yield4.6%

$109BAssets$82.9B

3–1BNDX wins

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

Cost, Income and Risk

Fees: VIG, SHM, BNDX, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

BNDX0.07%$7

SHM0.20%$20

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

Yields: VIG, SHM, BNDX, SCHD

4.63%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.63%$463

SCHD2.96%$296

SHM2.70%$270

VIG1.46%$146

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

Income After Fees on $10,000

$456most kept, BNDX

BNDX$463 − $7 = $456

SCHD$296 − $6 = $290

SHM$270 − $20 = $250

VIG$146 − $4 = $142

KeptFee

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

Overlap: VIG, SHM, BNDX, SCHD

Today

14.5%most shared, VIG and SCHD

VIGSHMBNDXSCHD

VIG—[…][…]14.5%

SHM[…]—[…][…]

BNDX[…][…]—[…]

SCHD14.5%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SHMWorst drop−2.7%1.8% vol

BNDXWorst drop−3.2%3.8% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

BNDXSCHD

+1.0%Year to date+33.2%

4.6%Yield3.0%

+0.4%Past year+39.1%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026