Compare · 3 funds side by side · dividends reinvested

ADVE, SCHD and IEMG

ADVEMatthews Asia×SCHDSchwab×IEMGiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

ADVE, SCHD and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

Matthews Asia Dividend Active ETF ADVEIncome · Dividend stocks0.79%2.45%+14.2%+16.8%+18.4%[…]−11.7%20.5%$9M2.3

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.42%+11.4%+12.8%+19.8%+6.4%−17.8%25.7%$142B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ADVE 2023 · SCHD 2011 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

Matthews Asia Dividend Active ETF ADVE · $9M[…]

ADVE

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ADVEMeasureSCHD

+14.2%Year to dateJan 1 → Nov 9+33.2%

+16.8%1 yearTotal return+39.1%

+18.4%3 years · per year$10,000 became $16,597 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

2.45%Trailing 12-mo yield$245 · $296 a year on $10k2.96%

−11.7%Worst dropSmaller is better−6.9%

20.5%VolatilityLower is calmer11.8%

ADVESCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ADVE vs SCHD: Top 5 Holdings

Today

ADVE

28.2%in top 5

SCHD

in top 521.4%

ADVEStockSCHD

12.4%2330.TWnot top 5

5.1%005930.Knot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.9%8306.Tnot top 5

3.6%086790.Knot top 5

3.2%0700.HKnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

ADVE vs SCHD Returns, Every Period

Matthews AsiaADVE

+16.8%

past year

SCHDSchwab

+39.1%

past year

ADVESCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ADVE vs SCHD

YTD

Matthews AsiaADVE

+14.2%

SCHDSchwab

+33.2%

+14.2%Year to date+33.2%

−11.7%Worst drop · 1Y−6.9%

20.5%Volatility · 1Y11.8%

2.5%Yield3.0%

$8.6MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ADVE, SCHD, IEMG

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEMG0.09%$9

ADVE0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ADVE, SCHD, IEMG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

ADVE2.45%$245

IEMG2.42%$242

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IEMG$242 − $9 = $233

ADVE$245 − $79 = $166

KeptFee

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

Overlap: ADVE, SCHD, IEMG

Today

27.9%most shared, ADVE and IEMG

ADVESCHDIEMG

ADVE—0.0%27.9%

SCHD0.0%—0.0%

IEMG27.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

ADVEWorst drop−11.7%20.5% vol

IEMGWorst drop−17.8%25.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDADVE

+33.2%Year to date+14.2%

3.0%Yield2.5%

+39.1%Past year+16.8%

0.06%Fee0.79%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$142B

2–0IEMG 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