Compare · 3 funds side by side · dividends reinvested

XTRE, VIG and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

Story of the three · IncomeMost incomeXTRE · 4.13% · $413 a year on $10k

Story of the three · RiskSmallest drop

XTRE, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.9

BondBloxx Bloomberg Three Year Target Duration US Treasury ETFBonds & Cash · Treasuries0.05%4.13%−0.1%+0.5%+3.9%[…]−2.3%2.3%$160M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$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 11, 2026 · returns include dividends · since: XTRE 2022 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · $160M[…]

XTRE

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

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

XTRE

More Ways to See the Pairs

XTRE vs VIG: Top 5 Holdings

Today

XTRE

0.4%in top 5

VIG

in top 522.1%

XTREStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: XTRE, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XTRE0.05%$5

SCHD0.06%$6

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: XTRE, VIG, SCHD

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

VIG

−0.1%Year to dateJan 1 → Nov 11+16.0%

+0.5%1 yearTotal return+17.8%

+3.9%3 years · per year$10,000 became $11,224 · $16,811+18.9%

[…]5 years · per year$10,000 became […] · $16,653+10.7%

0.05%Expense ratio$5 · $4 a year on $10k · lower is better0.04%

4.13%Trailing 12-mo yield$413 · $145 a year on $10k1.45%

−2.3%Worst dropSmaller is better−7.9%

2.3%VolatilityLower is calmer11.0%

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

3–4VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%USDnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

XTRE vs VIG Returns, Every Period

1Y

BondBloxxXTRE

+0.5%

past year

VIGVanguard

+17.8%

past year

XTREVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: XTRE vs SCHD

YTD

BondBloxxXTRE

−0.1%

SCHDSchwab

+34.6%

−0.1%Year to date+34.6%

−2.3%Worst drop · 1Y−6.9%

2.3%Volatility · 1Y11.8%

4.1%Yield2.9%

$160MAssets$123B

3–1XTRE wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

4.13%highest, XTRE

FundTrailing yieldYield$10k

XTRE4.13%$413

SCHD2.93%$293

VIG1.45%$145

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$408most kept, XTRE

XTRE$413 − $5 = $408

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XTRE, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

XTREVIGSCHD

XTRE—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

XTREWorst drop−2.3%2.3% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XTRESCHD

−0.1%Year to date+34.6%

4.1%Yield2.9%

+0.5%Past year+39.3%

0.05%Fee0.06%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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XTRE, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three