SCHR vs VIG

ASCHR

BVIG

Measures won4–2SCHR wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHR $10,067

Lowest cost0.03%SCHR · $3 on $10k

Most income4.03%SCHR · $403 on $10k

Smallest drop−4.5%SCHR · worst fall in 1Y

Held in common0.0%SCHR and VIG

SCHR

VIG

Schwab Intermediate-Term U.S. Treasury ETF · $13.7BVanguard Dividend Appreciation ETF · $109B

+4.5%3 years · per year$11,422 · $17,533+20.6%

+0.1%5 years · per year$10,067 · $17,005+11.2%

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

4.03%12-mo yield$403 · $144 on $10k1.44%

−4.5%Worst dropSmaller wins−7.9%

3.6%VolatilityLower wins10.2%

4–2SCHR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHR · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk		0.03%	4.03%	+0.3%	−0.7%	−0.1%	+4.5%	+0.1%	−4.5%	$13.7B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk		0.03%	4.03%	+0.3%	−0.7%	−0.1%	+4.5%	+0.1%	−4.5%	$13.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHR vs VIG

SCHR

Schwab Intermediate-Term U.S. Treasury

$10,067

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSCHRVIG

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield4.03%1.44%

5 years, per year+0.1%+11.2%

3 years, per year+4.5%+20.6%

Worst drop · 1Y−4.5%−7.9%

Volatility · 1Y3.6%10.2%

4–2measures won
SCHR first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SCHR, VIG

Today

0.0%most shared, SCHR and VIG

SCHRVIG

SCHR—0.0%

VIG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$400most kept, SCHR

SCHR$403 − $3 = $400

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee