ATFV vs SCHD5YATFVATFVAvsBSCHDSCHDAlger 35 ETF · $561MSchwab U.S. Dividend Equity ETF · $122BReturns · dividends in+32.0%3 years · per year$23,016 · $17,062+19.5%+9.0%5 years · per year$15,385 · $16,428+10.4%Cost and income0.56%Expense ratio$56 · $6 on $10k · lower wins0.06%0.20%12-mo yield$20 · $294 on $10k
Overlap: ATFV, SCHD, VIGToday14.5%most shared, SCHD and VIGATFVSCHDVIGATFV—2.4%10.9%SCHD2.4%—14.5%VIG10.9%14.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.46%+0.3%+15.1%+17.8%+18.6%+10.6%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B3AATFVAlger 35 ETFReadDesk0.56%0.20%−1.3%−0.9%−0.9%+32.0%+9.0%−20.4%$561MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.46%+0.3%+15.1%+17.8%+18.6%+10.6%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B3AATFVAlger 35 ETFReadDesk0.56%0.20%−1.3%−0.9%−0.9%+32.0%+9.0%−20.4%$561MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.1%vsBVVIGVanguard+15.1%Jan 1Nov 10+19.1%+15.1%+19.1%Year to date+15.1%1.8%Yield1.5%$45.5BAssets$109B2–0DGRO winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: ATFV, SCHD, VIGToday14.5%most shared, SCHD and VIGATFVSCHDVIGATFV—2.4%10.9%SCHD2.4%—14.5%VIG10.9%14.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288VIG$146 − $4 = $142ATFV$20 − $56 = −$36KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee