SCHD vs CATF5YSCHDSCHDAvsBCATFCATFSchwab U.S. Dividend Equity ETF · $124BAmerican Century California Municipal Bond ETF · $166MReturns · dividends in+20.2%3 years · per year$17,374 · […][…]+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $25 on $10k · lower wins0.25%2.92%12-mo yield$292 · $359 on $10k3.59%
Overlap: SCHD, CATF, VIGToday14.5%most shared, SCHD and VIGSCHDCATFVIGSCHD—[…]14.5%CATF[…]—[…]VIG14.5%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SCHD vs CATF5YASCHDSchwab U.S. Dividend Equity$16,418vsCATFBAmerican Century California Municipal Bond[…]MeasureSCHDCATFFee0.06%0.25%Cost on $10k a year$6$25Yield2.92%3.59%5 years, per year+10.4%[…]3 years, per year+20.2%[…]Worst drop · 1Y−6.9%−6.3%Volatility · 1Y11.7%4.2%
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%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3BCATFAmerican Century California Municipal Bond ETFReadDesk0.25%3.59%−0.2%+0.4%+0.5%newnew−6.3%$166MEnd-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▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3BCATFAmerican Century California Municipal Bond ETFReadDesk0.25%3.59%−0.2%+0.4%+0.5%newnew−6.3%$166MEnd-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%$46.0BAssets$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%$42.5BAssets$47.1B1–1levelEnd-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$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: SCHD, CATF, VIGToday14.5%most shared, SCHD and VIGSCHDCATFVIGSCHD—[…]14.5%CATF[…]—[…]VIG14.5%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$334most kept, CATFCATF$359 − $25 = $334SCHD$292 − $6 = $286VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee