RULE vs SCHD5YRULERULEAvsBSCHDSCHDAdaptive Core ETF · $15MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+13.2%3 years · per year$14,505 · $17,062+19.5%[…]5 years · per year[…] · $16,428+10.4%Cost and income2.24%Expense ratio$224 · $6 on $10k · lower wins0.06%0.00%12-mo yield$0 · $294 on $10k2.94%
Overlap: RULE, SCHD, VIGToday17.3%most shared, RULE and VIGRULESCHDVIGRULE—5.6%17.3%SCHD5.6%—14.5%VIG17.3%14.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
RULE vs SCHD5YARULEAdaptive Core[…]vsSCHDBSchwab U.S. Dividend Equity$16,428MeasureRULESCHDFee2.24%0.06%Cost on $10k a year$224$6Yield0.00%2.94%5 years, per year[…]+10.4%3 years, per year+13.2%+19.5%Worst drop · 1Y−25.4%−6.9%Volatility · 1Y29.4%
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%$122.7B3ARULEAdaptive Core ETFReadDesk2.24%0.00%+2.6%+15.2%+16.2%+13.2%new−25.4%$15MEnd-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%$122.7B3ARULEAdaptive Core ETFReadDesk2.24%0.00%+2.6%+15.2%+16.2%+13.2%new−25.4%$15MEnd-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%$45.7BAssets$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%$42.0BAssets$46.6B1–1levelEnd-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%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: RULE, SCHD, VIGToday17.3%most shared, RULE and VIGRULESCHDVIGRULE—5.6%17.3%SCHD5.6%—14.5%VIG17.3%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 = $142RULE$0 − $224 = −$224KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee