Compare · 2 funds side by side · dividends reinvested

VPU and SCHD

VPUVanguard×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

VPU and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

Vanguard Utilities ETFSectors · Utilities0.09%2.78%+3.1%−0.1%+16.7%+8.2%−15.6%15.4%$7.7B2.0

Rank among the two1st → 2ndFee, 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: VPU 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Utilities ETF · $7.7B$14,803

VPU

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

VPUMeasureSCHD

+3.1%Year to dateJan 1 → Nov 5+32.3%

−0.1%1 yearTotal return+38.7%

+16.7%3 years · per year$10,000 became $15,902 · $17,414+20.3%

+8.2%5 years · per year$10,000 became $14,803 · $16,375+10.4%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

2.78%Trailing 12-mo yield$278 · $298 a year on $10k2.98%

−15.6%Worst dropSmaller is better−6.9%

15.4%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

VPU vs SCHD: Top 5 Holdings

Today

VPU

34.9%in top 5

SCHD

in top 521.7%

VPUStockSCHD

11.4%NEEnot top 5

6.7%SOnot top 5

6.4%DUKnot top 5

5.7%CEGnot top 5

not top 5TXN4.7%

4.7%AEPnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.1%

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

VPU vs SCHD Returns, Every Period

VanguardVPU

+8.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VPUSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: VPU vs SCHD

YTD

VanguardVPU

+3.1%

SCHDSchwab

+32.3%

+3.1%Year to date+32.3%

−15.6%Worst drop · 1Y−6.9%

15.4%Volatility · 1Y11.7%

2.8%Yield3.0%

$7.7BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: VPU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VPU0.09%$9

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

Yields: VPU, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VPU2.78%$278

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VPU$278 − $9 = $269

KeptFee

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

Overlap: VPU, SCHD

Today

0.1%most shared, VPU and SCHD

VPUSCHD

VPU—0.1%

SCHD0.1%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VPUWorst drop−15.6%15.4% vol

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

Paid More vs Made More

YTD

SCHDVPU

+32.3%Year to date+3.1%

3.0%Yield2.8%

+38.7%Past year−0.1%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026