VIG vs SCHD

AVIG

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 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 · $123B

+20.6%3 years · per year$17,533 · $17,908+21.4%

+11.2%5 years · per year$17,005 · $16,881+11.0%

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

1.44%12-mo yield$144 · $291 on $10k2.91%

−7.9%Worst dropSmaller wins−6.9%

10.2%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · SCHD

1.6%MRK3.7%

1.5%PG4.3%

1.5%KO4.2%

1.5%UNH4.0%

Held in common14.5%

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

All Four

5Y4 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

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

All Four

5Y4 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

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

VIG vs SCHD

VIG

Vanguard Dividend Appreciation

$17,005

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureVIGSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.44%2.91%

5 years, per year+11.2%+11.0%

3 years, per year+20.6%+21.4%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y10.2%11.5%

3–3measures won
level

14.5%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS 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: VIG, WCME, SCHD, VXUS

Today

14.5%most shared, VIG and SCHD

VIGWCMESCHDVXUS

VIG—0.0%14.5%0.0%

WCME0.0%—0.0%11.0%

SCHD14.5%0.0%—0.0%

VXUS0.0%11.0%0.0%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VXUS$237 − $5 = $232

VIG$144 − $4 = $140

WCME$37 − $95 = −$58

KeptFee

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