SCHD vs VIG

ASCHD

BVIG

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.03%BND · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common14.5%SCHD and VIG

SCHD

VIG

Schwab U.S. Dividend Equity ETF · $123BVanguard Dividend Appreciation ETF · $109B

+20.3%3 years · per year$17,414 · $16,814+18.9%

+10.4%5 years · per year$16,375 · $16,331+10.3%

0.06%Expense ratio$6 · $4 on $10k · lower wins0.04%

2.98%12-mo yield$298 · $149 on $10k1.49%

−6.9%Worst dropSmaller wins−7.9%

11.7%VolatilityLower wins10.8%

4–2SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · VIG

3.8%MRK1.6%

4.4%PG1.5%

4.2%KO1.5%

3.9%UNH1.5%

Held in common14.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs VIG

SCHD

Schwab U.S. Dividend Equity

$16,375

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSCHDVIG

Fee0.06%0.04%

Cost on $10k a year$6$4

Yield2.98%1.49%

5 years, per year+10.4%+10.3%

3 years, per year+20.3%+18.9%

Worst drop · 1Y−6.9%−7.9%

Volatility · 1Y11.7%10.8%

4–2measures won
SCHD first

14.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSSD, SCHD, VIG, BND

Today

14.5%most shared, SCHD and VIG

CSSDSCHDVIGBND

CSSD—0.0%0.0%[…]

SCHD0.0%—14.5%[…]

VIG0.0%14.5%—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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