Compare · 3 funds side by side · dividends reinvested

VIG, VTV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

VIG, VTV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · VTV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 51.5% in common

VIGMeasureVTV

+12.5%Year to dateJan 1 → Nov 5+19.0%

+15.2%1 yearTotal return+24.0%

+18.9%3 years · per year$10,000 became $16,814 · $17,832+21.3%

+10.3%5 years · per year$10,000 became $16,331 · $17,626+12.0%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.49%Trailing 12-mo yield$149 · $186 a year on $10k1.86%

−7.9%Worst dropSmaller is better−6.4%

10.8%VolatilityLower is calmer10.7%

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

0–8VTV wins

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

More Ways to See the Pairs

VIG vs VTV: Top 5 Holdings

Today

VIG

22.1%in top 5

VTV

in top 515.8%

VIGStockVTV

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5MU4.6%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common51.5%

End-of-day Nov 5, 2026 · share of each fund

VIG vs VTV Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

VIGVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VIG vs SCHD

YTD

VanguardVIG

+12.5%

SCHDSchwab

+32.3%

+12.5%Year to date+32.3%

−7.9%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.7%

1.5%Yield3.0%

$109BAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, VTV, SCHD

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

SCHD0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VIG, VTV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VTV1.86%$186

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VTV$186 − $3 = $183

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VIG, VTV, SCHD

Today

51.5%most shared, VIG and VTV

VIGVTVSCHD

VIG—51.5%14.5%

VTV51.5%—17.9%

SCHD14.5%17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+32.3%Year to date+19.0%

3.0%Yield1.9%

+38.7%Past year+24.0%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026