Compare · 4 funds side by side · dividends reinvested

VIG, SHM, MUB and SCHD

VIGVanguard×SHMSPDR×MUBiShares×SCHDSchwab×

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

02 / 04

VIG, SHM, MUB 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%$120B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.5

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.0%+3.4%+1.1%−2.7%1.8%$3.5B2.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · SHM 2007 · MUB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,564

$10,000 five years ago, dividends reinvested

VIGMeasureSHM

+12.1%Year to dateJan 1 → Nov 6+1.4%

+14.3%1 yearTotal return+2.0%

+18.6%3 years · per year$10,000 became $16,669 · $11,042+3.4%

+10.2%5 years · per year$10,000 became $16,243 · $10,564+1.1%

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

1.50%Trailing 12-mo yield$150 · $270 a year on $10k2.70%

−7.9%Worst dropSmaller is better−2.7%

10.8%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 6, 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 6, 2026 · share of each fund

VIG vs SHM Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

SHMSPDR

+1.1%

5 years, per year

VIGSHMFaded: behind in that period

4–0VIG wins

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

Income vs Bonds: VIG vs MUB

YTD

VanguardVIG

+12.1%

MUBiShares

+0.5%

+12.1%Year to date+0.5%

−7.9%Worst drop · 1Y−6.3%

10.8%Volatility · 1Y3.7%

1.5%Yield3.3%

$109BAssets$54.9B

3–1MUB wins

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

Cost, Income and Risk

Fees: VIG, SHM, MUB, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MUB0.05%$5

SCHD0.06%$6

SHM0.20%$20

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

Yields: VIG, SHM, MUB, SCHD

3.27%highest, MUB

FundTrailing yieldYield$10k

MUB3.27%$327

SCHD3.00%$300

SHM2.70%$270

VIG1.50%$150

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

Income After Fees on $10,000

$322most kept, MUB

MUB$327 − $5 = $322

SCHD$300 − $6 = $294

SHM$270 − $20 = $250

VIG$150 − $4 = $146

KeptFee

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

Overlap: VIG, SHM, MUB, SCHD

Today

14.5%most shared, VIG and SCHD

VIGSHMMUBSCHD

VIG—[…][…]14.5%

SHM[…]—[…][…]

MUB[…][…]—[…]

SCHD14.5%[…][…]—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SHMWorst drop−2.7%1.8% vol

MUBWorst drop−6.3%3.7% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

MUBSCHD

+0.5%Year to date+31.4%

3.3%Yield3.0%

+0.9%Past year+37.0%

0.05%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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