Compare · 3 funds side by side · dividends reinvested

VIG, SHM and SCHD

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

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

Story of the three · RiskSmallest drop

VIG, SHM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B2.0

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.3%+1.8%+3.1%+1.1%−2.7%1.8%$3.5B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: VIG 2006 · SHM 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,653

VIG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

VIGMeasure

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 5TXN4.6%

not top 5PG4.4%

4.3%AVGOnot top 5

Cost, Income and Risk

Fees: VIG, SHM, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SHM0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: VIG, SHM, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SCHD

+16.0%Year to dateJan 1 → Nov 11+34.6%

+17.8%1 yearTotal return+39.3%

+18.9%3 years · per year$10,000 became $16,811 · $17,234+19.9%

+10.7%5 years · per year$10,000 became $16,653 · $16,418+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 calmer11.8%

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

3–5SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HD4.3%

not top 5KO4.3%

4.1%LLYnot top 5

not top 5AMGN4.1%

3.9%JPMnot top 5

Held in common14.5%

End-of-day Nov 11, 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 11, 2026 · dividends in · faded = behind in that period

VIG vs SCHD

YTD

VanguardVIG

+16.0%

SCHDSchwab

+34.6%

+16.0%Year to date+34.6%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.8%

1.4%Yield2.9%

$109BAssets$123B

3–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SHM2.70%$270

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SHM$270 − $20 = $250

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VIG, SHM, SCHD

Today

14.5%most shared, VIG and SCHD

VIGSHMSCHD

VIG—[…]14.5%

SHM[…]—[…]

SCHD14.5%[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SHMWorst drop−2.7%1.8% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+34.6%Year to date+16.0%

2.9%Yield1.4%

+39.3%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

VIG, SHM and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three