Compare · 4 funds side by side · dividends reinvested

VIG, SRTY, CGDV and SCHD

VIGVanguard×SRTYProShares×CGDVCapital Group×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,513VIG · best of the four

Story of the four · IncomeMost incomeSRTY · 5.85% · $585 a year on $10k

Story of the four · RiskSmallest drop

VIG, SRTY, CGDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.9

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.3%+13.2%+23.5%[…]−9.7%13.5%$39.0B2.9

ProShares - UltraPro Short Russell2000Leveraged · An index1.10%5.85%−35.8%−39.1%−47.5%−26.1%−60.9%56.5%$71M3.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: VIG 2006 · SRTY 2010 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - UltraPro Short Russell2000 · $71M$2,207

SRTY

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SRTY vs SCHD: Top 5 Holdings

Today

SRTY

61.8%in top 5

SCHD

in top 521.8%

SRTYStockSCHD

61.8%IQMMnot top 5

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

Cost, Income and Risk

Fees: VIG, SRTY, CGDV, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

CGDV0.33%$33

SRTY1.10%$110

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SRTYMeasureSCHD

−35.8%Year to dateJan 1 → Nov 13+34.9%

−39.1%1 yearTotal return+37.5%

−47.5%3 years · per year$10,000 became $1,450 · $17,374+20.2%

−26.1%5 years · per year$10,000 became $2,207 · $16,418+10.4%

1.10%Expense ratio$110 · $6 a year on $10k · lower is better0.06%

5.85%Trailing 12-mo yield$585 · $292 a year on $10k2.92%

−60.9%Worst dropSmaller is better−6.9%

56.5%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SRTY vs SCHD Returns, Every Period

5Y

ProSharesSRTY

−26.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SRTYSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SRTY vs SCHD

YTD

ProSharesSRTY

−35.8%

SCHDSchwab

+34.9%

−35.8%Year to date+34.9%

−60.9%Worst drop · 1Y−6.9%

56.5%Volatility · 1Y11.7%

5.9%Yield2.9%

$71.2MAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: VIG, SRTY, CGDV, SCHD

1Y

5.85%highest, SRTY

FundTrailing yieldYield$10k

SRTY5.85%$585

SCHD2.92%$292

VIG1.45%$145

CGDV1.24%$124

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$475most kept, SRTY

SRTY$585 − $110 = $475

SCHD$292 − $6 = $286

VIG$145 − $4 = $141

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VIG, SRTY, CGDV, SCHD

Today

29.3%most shared, VIG and CGDV

VIGSRTYCGDVSCHD

VIG—0.0%29.3%14.5%

SRTY0.0%—0.0%0.0%

CGDV29.3%0.0%—5.7%

SCHD14.5%0.0%5.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.5% vol

SRTYWorst drop−60.9%56.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SRTYSCHD

−35.8%Year to date+34.9%

5.9%Yield2.9%

−39.1%Past year+37.5%

1.10%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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VIG, SRTY, CGDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four