Compare · 4 funds side by side · dividends reinvested

VIG, TIZE, VYM and SCHD

VIGVanguard×TIZETCW×VYMVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,254VYM · best of the four

02 / 04

VIG, TIZE, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M4.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · TIZE 2021 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

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

VIGMeasureSCHD

+14.8%Year to dateJan 1 → Nov 9+33.1%

+17.6%1 yearTotal return+39.1%

+18.8%3 years · per year$10,000 became $16,775 · $17,118+19.6%

+10.7%5 years · per year$10,000 became $16,638 · $16,454+10.5%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.46%Trailing 12-mo yield$146 · $296 a year on $10k2.96%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs SCHD: Top 5 Holdings

Today

VIG

22.1%in top 5

SCHD

in top 521.4%

VIGStockSCHD

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5PG4.5%

not top 5HD4.3%

4.3%AVGOnot top 5

not top 5TXN4.3%

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 9, 2026 · share of each fund

VIG vs SCHD Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

VIGSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VIG vs SCHD

YTD

VanguardVIG

+14.8%

SCHDSchwab

+33.1%

+14.8%Year to date+33.1%

−7.9%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.8%

1.5%Yield3.0%

$109BAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, TIZE, VYM, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

SCHD0.06%$6

TIZE0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, TIZE, VYM, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VYM2.26%$226

VIG1.46%$146

TIZE0.76%$76

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

VIG$146 − $4 = $142

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, TIZE, VYM, SCHD

Today

60.6%most shared, VIG and VYM

VIGTIZEVYMSCHD

VIG—[…]60.6%14.5%

TIZE[…]—[…][…]

VYM60.6%[…]—21.9%

SCHD14.5%[…]21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

VYMWorst drop−6.7%10.8% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

TIZEWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVYM

+33.1%Year to date+15.4%

3.0%Yield2.3%

+39.1%Past year+19.5%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026