SCHM vs VIG5YSCHMSCHMAvsBVIGVIGSchwab U.S. Mid-Cap ETF · $15.0BVanguard Dividend Appreciation ETF · $116BReturns · dividends in+18.7%3 years · per year$16,722 · $16,797+18.9%+6.5%5 years · per year$13,704 · $16,513+10.6%Cost and income0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%1.26%12-mo yield$126 · $145 on $10k
Overlap: SCHM, VIG, SCHDToday14.5%most shared, VIG and SCHDSCHMVIGSCHDSCHM—4.1%3.4%VIG4.1%—14.5%SCHD3.4%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SCHM vs VIG5YASCHMSchwab U.S. Mid-Cap$13,704vsVIGBVanguard Dividend Appreciation$16,513$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$115.8B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ASCHMSchwab U.S. Mid-Cap ETFReadDesk0.03%1.26%0.0%+18.0%+19.5%+18.7%+6.5%−9.3%$15.0BEnd-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▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$115.8B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ASCHMSchwab U.S. Mid-Cap ETFReadDesk0.03%1.26%0.0%+18.0%+19.5%+18.7%+6.5%−9.3%$15.0BEnd-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$116B2–0DGRO 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%$42.1BAssets$47.0B1–1levelEnd-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: SCHM, VIG, SCHDToday14.5%most shared, VIG and SCHDSCHMVIGSCHDSCHM—4.1%3.4%VIG4.1%—14.5%SCHD3.4%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VIG$145 − $4 = $141SCHM$126 − $3 = $123KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee