DFCA vs VIG5YDFCADFCAAvsBVIGVIGDimensional - California Municipal Bond ETF · $558MVanguard Dividend Appreciation ETF · $109BReturns · dividends in+2.8%3 years · per year$10,855 · $16,797+18.9%[…]5 years · per year[…] · $16,513+10.6%Cost and income0.19%Expense ratio$19 · $4 on $10k · lower wins0.04%2.87%12-mo yield$287 · $145 on $10k
Overlap: DFCA, VIG, SCHDToday14.5%most shared, VIG and SCHDDFCAVIGSCHDDFCA—[…][…]VIG[…]—14.5%SCHD[…]14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DFCA vs VIG5YADFCADimensional - California Municipal Bond[…]vsVIGBVanguard Dividend Appreciation$16,513MeasureDFCAVIGFee0.19%0.04%Cost on $10k a year$19$4Yield2.87%1.45%5 years, per year[…]+10.6%3 years, per year+2.8%+18.9%Worst drop · 1Y−5.0%−7.9%Volatility · 1Y2.6%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3ADFCADimensional - California Municipal Bond ETFReadDesk0.19%2.87%−0.1%+0.2%+0.7%+2.8%new−5.0%$558MEnd-of-day Nov 13, 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▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3ADFCADimensional - California Municipal Bond ETFReadDesk0.19%2.87%−0.1%+0.2%+0.7%+2.8%new−5.0%$558MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: DFCA, VIG, SCHDToday14.5%most shared, VIG and SCHDDFCAVIGSCHDDFCA—[…][…]VIG[…]—14.5%SCHD[…]14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286DFCA$287 − $19 = $268VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee