SCHD vs ATCL5YSCHDSCHDAvsBATCLATCLSchwab U.S. Dividend Equity ETF · $122BREX Autocallable Income ETF · $44MReturns · dividends in+19.5%3 years · per year$17,062 · […][…]+10.4%5 years · per year$16,428 · […][…]Cost and income0.06%Expense ratio$6 · $65 on $10k · lower wins0.65%2.94%12-mo yield$294 · $966 on $10k9.66%
Overlap: SCHD, ATCL, VIGToday14.5%most shared, SCHD and VIGSCHDATCLVIGSCHD—[…]14.5%ATCL[…]—[…]VIG14.5%[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SCHD vs ATCL5YASCHDSchwab U.S. Dividend Equity$16,428vsATCLBREX Autocallable Income[…]MeasureSCHDATCLFee0.06%0.65%Cost on $10k a year$6$65Yield2.94%9.66%5 years, per year+10.4%[…]3 years, per year+19.5%[…]Worst drop · 1Y−6.9%[…]Volatility · 1Y11.8%[…]
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%$109.1B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B3BATCLREX Autocallable Income ETFReadDesk0.65%9.66%+0.1%newnewnewnew[…]$44MEnd-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%$109.1B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B3BATCLREX Autocallable Income ETFReadDesk0.65%9.66%+0.1%newnewnewnew[…]$44MEnd-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%$45.5BAssets$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%$40.7BAssets$45.2B1–1levelEnd-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%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: SCHD, ATCL, VIGToday14.5%most shared, SCHD and VIGSCHDATCLVIGSCHD—[…]14.5%ATCL[…]—[…]VIG14.5%[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$901most kept, ATCLATCL$966 − $65 = $901SCHD$294 − $6 = $288VIG$146 − $4 = $142KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee