Compare · 4 funds side by side · dividends reinvested

VIG, SIZE, SCHD and VUG

VIGVanguard×SIZEiShares×SCHDSchwab×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the four · RiskSmallest drop

VIG, SIZE, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B3.1

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.2%+15.0%+17.4%+7.4%−8.0%13.4%$435M3.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: VIG 2006 · SIZE 2013 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,583

VIG

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VIG vs SIZE: Top 5 Holdings

Today

VIG

22.1%in top 5

SIZE

in top 52.0%

VIGStockSIZE

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, SIZE, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

SIZE0.15%$15

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SIZE

iShares MSCI USA Size Factor ETF · $435M$14,293

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

VIGMeasureSIZE

+15.1%Year to dateJan 1 → Nov 10+13.2%

+17.8%1 yearTotal return+15.0%

+18.6%3 years · per year$10,000 became $16,696 · $16,174+17.4%

+10.6%5 years · per year$10,000 became $16,583 · $14,293+7.4%

0.04%Expense ratio$4 · $15 a year on $10k · lower is better0.15%

1.46%Trailing 12-mo yield$146 · $136 a year on $10k1.36%

−7.9%Worst dropSmaller is better−8.0%

11.0%VolatilityLower is calmer13.4%

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

8–0VIG wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SN0.4%

not top 5OKTA0.4%

not top 5KMB0.4%

not top 5VMRK0.4%

not top 5VEEV0.4%

Held in common25.8%

End-of-day Nov 10, 2026 · share of each fund

VIG vs SIZE Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

SIZEiShares

+7.4%

5 years, per year

VIGSIZEFaded: behind in that period

4–0VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VIG vs SCHD

YTD

VanguardVIG

+15.1%

SCHDSchwab

+33.8%

+15.1%Year to date+33.8%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.8%

1.5%Yield2.9%

$109BAssets$123B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: VIG, SIZE, SCHD, VUG

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VIG1.46%$146

SIZE1.36%$136

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

SIZE$136 − $15 = $121

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VIG, SIZE, SCHD, VUG

Today

26.4%most shared, VIG and VUG

VIGSIZESCHDVUG

VIG—25.8%14.5%26.4%

SIZE25.8%—9.2%18.0%

SCHD14.5%9.2%—0.8%

VUG26.4%18.0%0.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

SIZEWorst drop−8.0%13.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.8%Year to date+15.1%

2.9%Yield1.5%

+38.8%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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VIG, SIZE, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four