PY vs SCHD5YPYPYAvsBSCHDSCHDPrincipal Value ETF · $246MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+17.4%3 years · per year$16,194 · $17,234+19.9%+8.7%5 years · per year$15,185 · $16,418+10.4%Cost and income0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%1.65%12-mo yield$165 · $293 on $10k
Overlap: PY, SCHD, VIGToday34.0%most shared, PY and VIGPYSCHDVIGPY—23.5%34.0%SCHD23.5%—14.5%VIG34.0%14.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
PY vs SCHD5YAPYPrincipal Value$15,185vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$13k$15kNov 2021Nov 2026
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%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3APYPrincipal Value ETFReadDesk0.15%1.65%+0.6%+14.9%+17.1%+17.4%+8.7%−6.2%$246MEnd-of-day Nov 11, 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%1.45%+0.8%+16.0%+17.8%+18.9%+10.7%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3APYPrincipal Value ETFReadDesk0.15%1.65%+0.6%+14.9%+17.1%+17.4%+8.7%−6.2%$246MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.8%vsBVVIGVanguard+16.0%Jan 1Nov 11+19.8%+16.0%+19.8%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: PY, SCHD, VIGToday34.0%most shared, PY and VIGPYSCHDVIGPY—23.5%34.0%SCHD23.5%—14.5%VIG34.0%14.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287PY$165 − $15 = $150VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee