Compare · 3 funds side by side · dividends reinvested

VTEC, VIG and SCHD

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

02 / 04

VTEC, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

Vanguard California Tax-Exempt Bond ETFBonds & Cash · Municipal0.06%3.20%−0.4%+0.3%[…][…]−6.4%3.4%$3.6B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

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: VTEC 2024 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard California Tax-Exempt Bond ETF · $3.6B[…]

VTEC

VIG

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

$10,000 five years ago, dividends reinvested

VTECMeasureVIG

−0.4%Year to dateJan 1 → Nov 5+16.4%

+0.3%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

3.20%Trailing 12-mo yield$320 · $144 a year on $10k1.44%

−6.4%Worst dropSmaller is better−7.9%

3.4%VolatilityLower is calmer10.2%

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

3–3Level

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

More Ways to See the Pairs

VTEC vs VIG: Top 5 Holdings

Today

VTEC

[…]in top 5

VIG

in top 522.1%

VTECStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

VTEC vs VIG Returns, Every Period

VanguardVTEC

+0.3%

past year

VIGVanguard

+18.9%

past year

VTECVIGFaded: behind in that period

0–2VIG wins

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

Bonds vs Income: VTEC vs SCHD

YTD

VanguardVTEC

−0.4%

SCHDSchwab

+35.3%

−0.4%Year to date+35.3%

−6.4%Worst drop · 1Y−6.9%

3.4%Volatility · 1Y11.5%

3.2%Yield2.9%

$3.6BAssets$123B

3–1VTEC wins

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

Cost, Income and Risk

Fees: VTEC, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VTEC0.06%$6

SCHD0.06%$6

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

Yields: VTEC, VIG, SCHD

3.20%highest, VTEC

FundTrailing yieldYield$10k

VTEC3.20%$320

SCHD2.91%$291

VIG1.44%$144

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

Income After Fees on $10,000

$314most kept, VTEC

VTEC$320 − $6 = $314

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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

Overlap: VTEC, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

VTECVIGSCHD

VTEC—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VTECWorst drop−6.4%3.4% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

VTECSCHD

−0.4%Year to date+35.3%

3.2%Yield2.9%

+0.3%Past year+41.6%

0.06%Fee0.06%

2–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026