Compare · 3 funds side by side · dividends reinvested

XV, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

XV, SCHD and VIG, 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

Simplify Target 15 Distribution ETFUnsorted0.86%20.50%+5.9%+7.9%[…][…]−5.7%9.1%$106M2.0

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 4, 2026 · returns include dividends · since: XV 2025 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Target 15 Distribution ETF · $106M[…]

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

XVMeasureSCHD

+5.9%Year to dateJan 1 → Nov 4+35.3%

+7.9%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.86%Expense ratio$86 · $6 a year on $10k · lower is better0.06%

20.50%Trailing 12-mo yield$2,050 · $291 a year on $10k2.91%

−5.7%Worst dropSmaller is better−6.9%

9.1%VolatilityLower is calmer11.5%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XV vs SCHD: Top 5 Holdings

Today

72.2%in top 5

SCHD

in top 521.6%

XVStockSCHD

72.2%SBILnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

XV vs SCHD Returns, Every Period

SimplifyXV

+7.9%

past year

SCHDSchwab

+41.6%

past year

XVSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: XV vs SCHD

YTD

SimplifyXV

+5.9%

SCHDSchwab

+35.3%

+5.9%Year to date+35.3%

−5.7%Worst drop · 1Y−6.9%

9.1%Volatility · 1Y11.5%

20.5%Yield2.9%

$106MAssets$123B

3–1XV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XV0.86%$86

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XV, SCHD, VIG

20.50%highest, XV

FundTrailing yieldYield$10k

XV20.50%$2,050

SCHD2.91%$291

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,964most kept, XV

XV$2,050 − $86 = $1,964

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XV, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

XVSCHDVIG

XV—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

XVWorst drop−5.7%9.1% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XVSCHD

+5.9%Year to date+35.3%

20.5%Yield2.9%

+7.9%Past year+41.6%

0.86%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026