Compare · 2 funds side by side · dividends reinvested

ICLO and SCHD

ICLOInvesco×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeICLO · 4.74% · $474 a year on $10k

Story of the two · RiskSmallest drop

ICLO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

Invesco AAA CLO Floating Rate Note ETFBonds & Cash · Corporate0.19%4.74%+4.2%+4.8%+6.2%[…]−0.3%1.1%$615M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: ICLO 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco AAA CLO Floating Rate Note ETF · $615M[…]

ICLO

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested

ICLOMeasureSCHD

+4.2%

More Ways to See the Pairs

ICLO vs SCHD: Top 5 Holdings

Today

ICLO

[…]in top 5

SCHD

in top 521.8%

ICLOStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: ICLO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ICLO0.19%$19

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: ICLO, SCHD

1Y

4.74%highest, ICLO

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to date

Jan 1 → Nov 13

+34.9%

+4.8%1 yearTotal return+37.5%

+6.2%3 years · per year$10,000 became $11,961 · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

4.74%Trailing 12-mo yield$474 · $292 a year on $10k2.92%

−0.3%Worst dropSmaller is better−6.9%

1.1%VolatilityLower is calmer11.7%

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

3–4SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

ICLO vs SCHD Returns, Every Period

1Y

InvescoICLO

+4.8%

past year

SCHDSchwab

+37.5%

past year

ICLOSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: ICLO vs SCHD

YTD

InvescoICLO

+4.2%

SCHDSchwab

+34.9%

+4.2%Year to date+34.9%

−0.3%Worst drop · 1Y−6.9%

1.1%Volatility · 1Y11.7%

4.7%Yield2.9%

$615MAssets$124B

3–1ICLO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

ICLO4.74%$474

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$455most kept, ICLO

ICLO$474 − $19 = $455

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ICLO, SCHD

Today

[…]holdings […]

ICLOSCHD

ICLO—[…]

SCHD[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

ICLOWorst drop−0.3%1.1% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

ICLOSCHD

+4.2%Year to date+34.9%

4.7%Yield2.9%

+4.8%Past year+37.5%

0.19%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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ICLO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two