Compare · 4 funds side by side · dividends reinvested

VIG, SHM, BNDX and SCHD

VIGVanguard×SHMSPDR×BNDXVanguard×SCHDSchwab×

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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 incomeBNDX · 4.67% · $467 a year on $10k

Story of the four · RiskSmallest drop

VIG, SHM, BNDX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.4

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.71%+1.0%+1.5%+3.0%+1.0%−2.7%1.8%$3.5B2.8

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.67%+0.3%−0.4%+3.9%+0.2%−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 12, 2026 · returns include dividends · since: VIG 2006 · SHM 2007 · BNDX 2013 · SCHD 2011

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 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

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 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%

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,526

$10,000 five years ago, dividends reinvested

VIGMeasureSHM

+16.0%Year to dateJan 1 → Nov 12+1.0%

+16.9%1 yearTotal return+1.5%

+18.9%3 years · per year$10,000 became $16,806 · $10,916+3.0%

+10.7%5 years · per year$10,000 became $16,596 · $10,526+1.0%

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

1.45%Trailing 12-mo yield$145 · $271 a year on $10k2.71%

−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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

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

VIG vs SHM Returns, Every Period

5Y

VanguardVIG

+10.7%

5 years, per year

SHMSPDR

+1.0%

5 years, per year

VIGSHMFaded: behind in that period

4–0VIG wins

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

Income vs Bonds: VIG vs BNDX

YTD

VanguardVIG

+16.0%

BNDXVanguard

+0.3%

+16.0%Year to date+0.3%

−7.9%Worst drop · 1Y−3.2%

11.0%Volatility · 1Y3.8%

1.4%Yield4.7%

$109BAssets$82.9B

3–1BNDX wins

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

Yields: VIG, SHM, BNDX, SCHD

1Y

4.67%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.67%$467

SCHD2.93%$293

SHM2.71%$271

VIG1.45%$145

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

Income After Fees on $10,000

1Y

$460most kept, BNDX

BNDX$467 − $7 = $460

SCHD$293 − $6 = $287

SHM$271 − $20 = $251

VIG$145 − $4 = $141

KeptFee

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

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% 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%11.7% vol

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

Paid More vs Made More

YTD

BNDXSCHD

+0.3%Year to date+34.2%

4.7%Yield2.9%

−0.4%Past year+36.8%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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VIG, SHM, BNDX and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four