SCHM vs VIG

ASCHM

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHM $13,957

Lowest cost0.03%SCHM · $3 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common4.1%SCHM and VIG

SCHM

VIG

Schwab U.S. Mid-Cap ETF · $15.1BVanguard Dividend Appreciation ETF · $109B

+19.2%3 years · per year$16,954 · $16,775+18.8%

+6.9%5 years · per year$13,957 · $16,638+10.7%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.25%12-mo yield$125 · $146 on $10k1.46%

−9.3%Worst dropSmaller wins−7.9%

17.0%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHM · VIG

0.5%RGLD0.1%

0.4%RS0.1%

0.3%TPL0.1%

0.4%SNA0.1%

Held in common4.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.25%	+3.1%	+19.0%	+23.6%	+19.2%	+6.9%	−9.3%	$15.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ASCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.25%	+3.1%	+19.0%	+23.6%	+19.2%	+6.9%	−9.3%	$15.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHM vs VIG

SCHM

Schwab U.S. Mid-Cap

$13,957

VIG

Vanguard Dividend Appreciation

$16,638

MeasureSCHMVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.25%1.46%

5 years, per year+6.9%+10.7%

3 years, per year+19.2%+18.8%

Worst drop · 1Y−9.3%−7.9%

Volatility · 1Y17.0%11.0%

4–2measures won
VIG first

4.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SCHM, VIG

Today

4.1%most shared, SCHM and VIG

SCHMVIG

SCHM—4.1%

VIG4.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SCHM$125 − $3 = $122

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee