IG vs SCHD

AIG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income5.23%IG · $523 on $10k

Smallest drop−4.7%IG · worst fall in 1Y

Held in common0.0%IG and SCHD

SCHD

Principal Investment Grade Corporate Active ETF · $203MSchwab U.S. Dividend Equity ETF · $120B

+6.0%3 years · per year$11,908 · $17,266+20.0%

−0.5%5 years · per year$9,731 · $16,267+10.2%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

5.23%12-mo yield$523 · $300 on $10k3.00%

−4.7%Worst dropSmaller wins−6.9%

5.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIG · SCHD

1.9%GVMXX0.0%

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AIG	Principal Investment Grade Corporate Active ETFRead Desk	0.19%	5.23%	+0.1%	−1.0%	0.0%	+6.0%	−0.5%	−4.7%	$203M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AIG	Principal Investment Grade Corporate Active ETFRead Desk	0.19%	5.23%	+0.1%	−1.0%	0.0%	+6.0%	−0.5%	−4.7%	$203M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IG vs SCHD

Principal Investment Grade Corporate Active

$9,731

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIGSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield5.23%3.00%

5 years, per year−0.5%+10.2%

3 years, per year+6.0%+20.0%

Worst drop · 1Y−4.7%−6.9%

Volatility · 1Y5.0%11.7%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IG, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IGSCHDVIG

IG—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$504most kept, IG

IG$523 − $19 = $504

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee