Compare · 4 funds side by side · dividends reinvested

VIG, WCEO, SCHD and DGRO

VIGVanguard×WCEOHypatia Capital×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

VIG, WCEO, SCHD and DGRO, 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%$122B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.9

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.2%+25.4%+18.6%[…]−7.3%14.5%$13M3.3

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 · WCEO 2023 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

DGRO

iShares Core Dividend Growth ETF · $45.5B$17,131

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

SCHDMeasureDGRO

+33.2%Year to dateJan 1 → Nov 9+18.8%

+39.1%1 yearTotal return+22.9%

+19.6%3 years · per year$10,000 became $17,123 · $17,571+20.7%

+10.5%5 years · per year$10,000 became $16,459 · $17,131+11.4%

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

2.96%Trailing 12-mo yield$296 · $184 a year on $10k1.84%

−6.9%Worst dropSmaller is better−6.5%

11.8%VolatilityLower is calmer10.3%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs DGRO: Top 5 Holdings

Today

SCHD

21.4%in top 5

DGRO

in top 515.1%

SCHDStockDGRO

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

Held in common21.3%

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

SCHD vs DGRO Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

DGROiShares

+11.4%

5 years, per year

SCHDDGROFaded: behind in that period

2–2Level

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

SCHD vs DGRO

YTD

SchwabSCHD

+33.2%

DGROiShares

+18.8%

+33.2%Year to date+18.8%

−6.9%Worst drop · 1Y−6.5%

11.8%Volatility · 1Y10.3%

3.0%Yield1.8%

$122BAssets$45.5B

2–2level

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

Cost, Income and Risk

Fees: VIG, WCEO, SCHD, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DGRO0.08%$8

WCEO0.85%$85

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

Yields: VIG, WCEO, SCHD, DGRO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

DGRO1.84%$184

VIG1.46%$146

WCEO0.53%$53

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

VIG$146 − $4 = $142

WCEO$53 − $85 = −$32

KeptFee

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

Overlap: VIG, WCEO, SCHD, DGRO

Today

68.2%most shared, VIG and DGRO

VIGWCEOSCHDDGRO

VIG—4.8%14.5%68.2%

WCEO4.8%—2.8%5.9%

SCHD14.5%2.8%—21.3%

DGRO68.2%5.9%21.3%—

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

DGROWorst drop−6.5%10.3% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

WCEOWorst drop−7.3%14.5% vol

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

Paid More vs Made More

YTD

SCHDWCEO

+33.2%Year to date+20.2%

3.0%Yield0.5%

+39.1%Past year+25.4%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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