Compare · 4 funds side by side · dividends reinvested

VIG, WCMI, SCHD and DGRO

VIGVanguard×WCMIFirst Trust×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

VIG, WCMI, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.6

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.58%+5.8%+7.9%[…][…]−12.5%20.8%$2.1B4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · WCMI 2020 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

First Trust WCM International Equity ETF · $2.1B[…]

WCMI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

WCMIMeasureVIG

+5.8%Year to dateJan 1 → Nov 6+12.1%

+7.9%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

0.58%Trailing 12-mo yield$58 · $150 a year on $10k1.50%

−12.5%Worst dropSmaller is better−7.9%

20.8%VolatilityLower is calmer10.8%

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

0–6VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCMI vs VIG: Top 5 Holdings

Today

WCMI

22.2%in top 5

VIG

in top 522.1%

WCMIStockVIG

6.4%2330.TWnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.7%CSU.TOnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%BAB.Lnot top 5

3.7%SONYnot top 5

3.6%TSCO.Lnot top 5

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

WCMI vs VIG Returns, Every Period

First TrustWCMI

+7.9%

past year

VIGVanguard

+14.3%

past year

WCMIVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: WCMI vs SCHD

YTD

First TrustWCMI

+5.8%

SCHDSchwab

+31.4%

+5.8%Year to date+31.4%

−12.5%Worst drop · 1Y−6.9%

20.8%Volatility · 1Y11.7%

0.6%Yield3.0%

$2.1BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, WCMI, SCHD, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DGRO0.08%$8

WCMI0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, WCMI, SCHD, DGRO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

VIG1.50%$150

WCMI0.58%$58

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

VIG$150 − $4 = $146

WCMI$58 − $85 = −$27

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIG, WCMI, SCHD, DGRO

Today

68.1%most shared, VIG and DGRO

VIGWCMISCHDDGRO

VIG—0.5%14.5%68.1%

WCMI0.5%—0.0%0.4%

SCHD14.5%0.0%—21.3%

DGRO68.1%0.4%21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

WCMIWorst drop−12.5%20.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+31.4%Year to date+16.6%

3.0%Yield1.9%

+37.0%Past year+20.3%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026