Compare · 3 funds side by side · dividends reinvested

CRAM, IGV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

CRAM, IGV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.4%−11.5%+13.3%+2.4%−33.2%32.9%$12.4B2.0

Defiance China Memory ETFThematic · AI & semis0.67%0.00%[…][…][…][…][…][…]$829K3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CRAM 2026 · IGV 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Defiance China Memory ETF · $829K[…]

CRAM

IGV

iShares Expanded Tech-Software Sector ETF · $12.4B$11,265

$10,000 five years ago, dividends reinvested

CRAMMeasureIGV

[…]Year to dateJan 1 → Nov 6−6.4%

[…]1 yearTotal return−11.5%

[…]3 years · per year$10,000 became […] · $14,533+13.3%

[…]5 years · per year$10,000 became […] · $11,264+2.4%

0.67%Expense ratio$67 · $38 a year on $10k · lower is better0.38%

0.00%Trailing 12-mo yield$0 · $2 a year on $10k0.02%

[…]Worst dropSmaller is better−33.2%

[…]VolatilityLower is calmer32.9%

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

0–2IGV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CRAM vs IGV: Top 5 Holdings

Today

CRAM

[…]in top 5

IGV

in top 540.4%

CRAMStockIGV

not top 5MSFT9.5%

not top 5PANW8.2%

not top 5PLTR7.9%

not top 5CRWD7.8%

not top 5ORCL7.0%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

CRAM vs IGV Returns, Every Period

DefianceCRAM

[…]

past year

IGViShares

−11.5%

past year

Returns […]

CRAMIGVFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CRAM vs SCHD

YTD

DefianceCRAM

[…]

SCHDSchwab

+31.4%

[…]Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

0.0%Yield3.0%

$829KAssets$120B

1–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CRAM, IGV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IGV0.38%$38

CRAM0.67%$67

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CRAM, IGV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IGV0.02%$2

CRAM0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IGV$2 − $38 = −$36

CRAM$0 − $67 = −$67

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CRAM, IGV, SCHD

Today

0.0%most shared, IGV and SCHD

CRAMIGVSCHD

CRAM—[…][…]

IGV[…]—0.0%

SCHD[…]0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IGVWorst drop−33.2%32.9% vol

CRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIGV

+31.4%Year to date−6.4%

3.0%Yield0.0%

+37.0%Past year−11.5%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026