Compare · 3 funds side by side · dividends reinvested

XTAP, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,581XTAP · best of the three

02 / 04

XTAP, VIG 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%$120B1.6

Innovator U.S. Equity Accelerated Plus ETFUS Stock Styles · Large cap0.79%0.00%+13.6%+16.1%+17.4%+10.6%−2.1%5.3%$18M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.4

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: XTAP 2021 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Accelerated Plus ETF · $18M$16,581

XTAP

VIG

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

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

XTAPMeasureVIG

+13.6%Year to dateJan 1 → Nov 5+12.5%

+16.1%1 yearTotal return+15.2%

+17.4%3 years · per year$10,000 became $16,186 · $16,814+18.9%

+10.6%5 years · per year$10,000 became $16,581 · $16,331+10.3%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $149 a year on $10k1.49%

−2.1%Worst dropSmaller is better−7.9%

5.3%VolatilityLower is calmer10.8%

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

5–3XTAP wins

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

More Ways to See the Pairs

XTAP vs VIG: Top 5 Holdings

Today

XTAP

101.6%in top 5

VIG

in top 522.1%

XTAPStockVIG

101.6%VOOnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

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

XTAP vs VIG Returns, Every Period

InnovatorXTAP

+10.6%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

XTAPVIGFaded: behind in that period

3–1XTAP wins

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

Stocks vs Income: XTAP vs SCHD

YTD

InnovatorXTAP

+13.6%

SCHDSchwab

+32.3%

+13.6%Year to date+32.3%

−2.1%Worst drop · 1Y−6.9%

5.3%Volatility · 1Y11.7%

0.0%Yield3.0%

$18.5MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: XTAP, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XTAP0.79%$79

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

Yields: XTAP, VIG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

XTAP0.00%$0

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

XTAP$0 − $79 = −$79

KeptFee

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

Overlap: XTAP, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

XTAPVIGSCHD

XTAP—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

XTAPWorst drop−2.1%5.3% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDXTAP

+32.3%Year to date+13.6%

3.0%Yield0.0%

+38.7%Past year+16.1%

0.06%Fee0.79%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026