Compare · 4 funds side by side · dividends reinvested

VIG, TMAT, SCHD and SMH

VIGVanguard×TMATMain Management×SCHDSchwab×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

VIG, TMAT, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+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%$109B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

Main Thematic Innovation ETFThematic · Disruptive tech0.79%0.02%+4.5%−2.2%+25.2%+1.8%−23.4%30.9%$218M3.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

TMAT

Main Thematic Innovation ETF · $218M$10,938

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

VIGMeasureTMAT

+14.8%Year to dateJan 1 → Nov 9+4.5%

+17.6%1 yearTotal return−2.2%

+18.8%3 years · per year$10,000 became $16,775 · $19,632+25.2%

+10.7%5 years · per year$10,000 became $16,638 · $10,938+1.8%

0.04%Expense ratio$4 · $79 a year on $10k · lower is better0.79%

1.46%Trailing 12-mo yield$146 · $2 a year on $10k0.02%

−7.9%Worst dropSmaller is better−23.4%

11.0%VolatilityLower is calmer30.9%

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

7–1VIG 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 TMAT: Top 5 Holdings

Today

VIG

22.1%in top 5

TMAT

in top 518.1%

VIGStockTMAT

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5PANW4.7%

4.3%AVGOnot top 5

4.1%LLYnot top 5

not top 5MU4.0%

3.9%JPMnot top 5

not top 5HNGE3.6%

not top 5RBRK3.0%

not top 5YOU2.8%

Held in common2.0%

End-of-day Nov 9, 2026 · share of each fund

VIG vs TMAT Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

TMATMain Management

+1.8%

5 years, per year

VIGTMATFaded: behind in that period

3–1VIG wins

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

VIG vs SCHD

YTD

VanguardVIG

+14.8%

SCHDSchwab

+33.2%

+14.8%Year to date+33.2%

−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, TMAT, SCHD, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

TMAT0.79%$79

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

Yields: VIG, TMAT, SCHD, SMH

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

SMH0.23%$23

TMAT0.02%$2

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

TMAT$2 − $79 = −$77

KeptFee

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

Overlap: VIG, TMAT, SCHD, SMH

Today

14.5%most shared, VIG and SCHD

VIGTMATSCHDSMH

VIG—2.0%14.5%10.3%

TMAT2.0%—0.0%10.1%

SCHD14.5%0.0%—8.2%

SMH10.3%10.1%8.2%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

TMATWorst drop−23.4%30.9% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%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