VIG vs SCHD

AVIG

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common14.5%VIG and SCHD

VIG

SCHD

Vanguard Dividend Appreciation ETF · $109BSchwab U.S. Dividend Equity ETF · $120B

+18.6%3 years · per year$16,669 · $17,266+20.0%

+10.2%5 years · per year$16,243 · $16,267+10.2%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

1.50%12-mo yield$150 · $300 on $10k3.00%

−7.9%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · SCHD

1.6%MRK3.8%

1.5%PG4.5%

1.5%KO4.3%

1.5%UNH3.9%

Held in common14.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.55%	+0.2%	+16.7%	+20.1%	+18.6%	new	−7.3%	$13M
4	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs SCHD

VIG

Vanguard Dividend Appreciation

$16,243

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureVIGSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.50%3.00%

5 years, per year+10.2%+10.2%

3 years, per year+18.6%+20.0%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y10.8%11.7%

3–2measures won
SCHD first

14.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, WCEO, VIG, CGDV

Today

29.4%most shared, VIG and CGDV

SCHDWCEOVIGCGDV

SCHD—2.8%14.5%5.9%

WCEO2.8%—4.8%0.7%

VIG14.5%4.8%—29.4%

CGDV5.9%0.7%29.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

WCEO$55 − $85 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee