WUGI vs SCHD5YWUGIWUGIAvsBSCHDSCHDAXS Esoterica NextG Economy ETF · $27MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+25.5%3 years · per year$19,755 · $17,374+20.2%+6.3%5 years · per year$13,604 · $16,418+10.4%Cost and income1.46%Expense ratio$146 · $6 on $10k · lower wins0.06%23.26%
Overlap: WUGI, SCHD, VIGToday14.5%most shared, SCHD and VIGWUGISCHDVIGWUGI—0.0%8.0%SCHD0.0%—14.5%VIG8.0%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
WUGI vs SCHD5YAWUGIAXS Esoterica NextG Economy$13,604vsSCHDBSchwab U.S. Dividend Equity$16,418$5k$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▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AWUGIAXS Esoterica NextG Economy ETFReadDesk1.46%23.26%−2.1%−1.8%−2.1%+25.5%+6.3%−32.0%$27MEnd-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▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AWUGIAXS Esoterica NextG Economy ETFReadDesk1.46%23.26%−2.1%−1.8%−2.1%+25.5%+6.3%−32.0%$27MEnd-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$109B2–0DGRO 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%$42.5BAssets$47.1B1–1levelEnd-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: WUGI, SCHD, VIGToday14.5%most shared, SCHD and VIGWUGISCHDVIGWUGI—0.0%8.0%SCHD0.0%—14.5%VIG8.0%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$2,180most kept, WUGIWUGI$2,326 − $146 = $2,180SCHD$292 − $6 = $286VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee