SCHD vs TOS5YSCHDSCHDAvsBTOSTOSSchwab U.S. Dividend Equity ETF · $123BTwin Oak Strategic Solutions ETF · $143MReturns · 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 · $36 on $10k · lower wins0.36%2.94%12-mo yield$294 · $0 on $10k0.00%Risk · 1 year
Overlap: SCHD, TOS, VIGToday14.5%most shared, SCHD and VIGSCHDTOSVIGSCHD—4.3%14.5%TOS4.3%—4.5%VIG14.5%4.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SCHD vs TOS5YASCHDSchwab U.S. Dividend Equity$16,428vsTOSBTwin Oak Strategic Solutions[…]MeasureSCHDTOSFee0.06%0.36%Cost on $10k a year$6$36Yield2.94%0.00%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%$122.7B3BTOSTwin Oak Strategic Solutions ETFReadDesk0.36%0.00%0.0%newnewnewnew[…]$143MEnd-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%$122.7B3BTOSTwin Oak Strategic Solutions ETFReadDesk0.36%0.00%0.0%newnewnewnew[…]$143MEnd-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: SCHD, TOS, VIGToday14.5%most shared, SCHD and VIGSCHDTOSVIGSCHD—4.3%14.5%TOS4.3%—4.5%VIG14.5%4.5%—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 = $142TOS$0 − $36 = −$36KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee