SCHD vs PSDM5YSCHDSCHDAvsBPSDMPSDMSchwab U.S. Dividend Equity ETF · $124BPGIM Short Duration Multi-Secto · $282MReturns · dividends in+20.2%3 years · per year$17,374 · $11,633+5.2%+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $40 on $10k · lower wins0.40%2.92%12-mo yield$292 · $447 on $10k4.47%
Overlap: SCHD, PSDM, VIGToday14.5%most shared, SCHD and VIGSCHDPSDMVIGSCHD—0.0%14.5%PSDM0.0%—0.0%VIG14.5%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SCHD vs PSDM5YASCHDSchwab U.S. Dividend Equity$16,418vsPSDMBPGIM Short Duration Multi-Secto[…]MeasureSCHDPSDMFee0.06%0.40%Cost on $10k a year$6$40Yield2.92%4.47%5 years, per year+10.4%[…]3 years, per year+20.2%+5.2%Worst drop · 1Y−6.9%−1.2%Volatility · 1Y11.7%
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%$123.6B3BPSDMPGIM Short Duration Multi-SectoReadDesk0.40%4.47%0.0%+1.0%+1.8%+5.2%new−1.2%$282MEnd-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%$123.6B3BPSDMPGIM Short Duration Multi-SectoReadDesk0.40%4.47%0.0%+1.0%+1.8%+5.2%new−1.2%$282MEnd-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%$45.9BAssets$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%$42.6BAssets$47.3B1–1levelEnd-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$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: SCHD, PSDM, VIGToday14.5%most shared, SCHD and VIGSCHDPSDMVIGSCHD—0.0%14.5%PSDM0.0%—0.0%VIG14.5%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$407most kept, PSDMPSDM$447 − $40 = $407SCHD$292 − $6 = $286VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee