Compare · 3 funds side by side · dividends reinvested

VNQ, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

VNQ, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.8

Vanguard Real Estate ETFSectors · Real estate0.13%3.59%+10.4%+10.6%+14.5%+1.0%−11.4%13.7%$35.9B2.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: VNQ 2004 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Real Estate ETF · $35.9B$10,522

VNQ

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VNQMeasureSCHD

+10.4%Year to dateJan 1 → Nov 3+32.8%

+10.6%1 yearTotal return+37.6%

+14.5%3 years · per year$10,000 became $15,000 · $17,784+21.2%

+1.0%5 years · per year$10,000 became $10,522 · $16,352+10.3%

0.13%Expense ratio$13 · $6 a year on $10k · lower is better0.06%

3.59%Trailing 12-mo yield$359 · $297 a year on $10k2.97%

−11.4%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer11.4%

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

1–7SCHD wins

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

More Ways to See the Pairs

VNQ vs SCHD: Top 5 Holdings

Today

VNQ

34.7%in top 5

SCHD

in top 521.4%

VNQStockSCHD

10.7%WELLnot top 5

8.0%PLDnot top 5

6.6%EQIXnot top 5

5.1%AMTnot top 5

not top 5TXN4.6%

4.3%SPGnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

VNQ vs SCHD Returns, Every Period

VanguardVNQ

+1.0%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

VNQSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: VNQ vs SCHD

YTD

VanguardVNQ

+10.4%

SCHDSchwab

+32.8%

+10.4%Year to date+32.8%

−11.4%Worst drop · 1Y−6.9%

13.7%Volatility · 1Y11.4%

3.6%Yield3.0%

$35.9BAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VNQ, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

VNQ0.13%$13

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VNQ, SCHD, VIG

3.59%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.59%$359

SCHD2.97%$297

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$346most kept, VNQ

VNQ$359 − $13 = $346

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VNQ, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

VNQSCHDVIG

VNQ—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

VNQWorst drop−11.4%13.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VNQSCHD

+10.4%Year to date+32.8%

3.6%Yield3.0%

+10.6%Past year+37.6%

0.13%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026