Compare · 3 funds side by side · dividends reinvested

IBIE, SCHD and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeIBIE · 4.34% · $434 a year on $10k

Story of the three · RiskSmallest drop

IBIE, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.0

iShares iBonds Oct 2028 Term TIPS ETFBonds & Cash · Treasuries0.10%4.34%+2.0%+2.3%+4.9%[…]−0.8%1.5%$289M2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: IBIE 2023 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares iBonds Oct 2028 Term TIPS ETF · $289M[…]

IBIE

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested

IBIEMeasure

More Ways to See the Pairs

IBIE vs SCHD: Top 5 Holdings

Today

IBIE

[…]in top 5

SCHD

in top 521.4%

IBIEStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: IBIE, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IBIE0.10%$10

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

Yields: IBIE, SCHD, VIG

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

+2.0%Year to dateJan 1 → Nov 10+33.8%

+2.3%1 yearTotal return+38.8%

+4.9%3 years · per year$10,000 became $11,559 · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.10%Expense ratio$10 · $6 a year on $10k · lower is better0.06%

4.34%Trailing 12-mo yield$434 · $294 a year on $10k2.94%

−0.8%Worst dropSmaller is better−6.9%

1.5%VolatilityLower is calmer11.8%

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

3–4SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

IBIE vs SCHD Returns, Every Period

1Y

iSharesIBIE

+2.3%

past year

SCHDSchwab

+38.8%

past year

IBIESCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IBIE vs SCHD

YTD

iSharesIBIE

+2.0%

SCHDSchwab

+33.8%

+2.0%Year to date+33.8%

−0.8%Worst drop · 1Y−6.9%

1.5%Volatility · 1Y11.8%

4.3%Yield2.9%

$289MAssets$122B

3–1IBIE wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

4.34%highest, IBIE

FundTrailing yieldYield$10k

IBIE4.34%$434

SCHD2.94%$294

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$424most kept, IBIE

IBIE$434 − $10 = $424

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IBIE, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IBIESCHDVIG

IBIE—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

IBIEWorst drop−0.8%1.5% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IBIESCHD

+2.0%Year to date+33.8%

4.3%Yield2.9%

+2.3%Past year+38.8%

0.10%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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IBIE, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three