Compare · 3 funds side by side · dividends reinvested

IDEF, SCHD and IGV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

IDEF, SCHD and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.0

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−4.4%−5.0%[…][…]−23.7%24.5%$3.7B2.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−8.6%+12.5%+2.8%−32.8%32.9%$13.0B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: IDEF 2025 · SCHD 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.7B[…]

IDEF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

IDEF

More Ways to See the Pairs

IDEF vs SCHD: Top 5 Holdings

Today

IDEF

24.8%in top 5

SCHD

in top 521.7%

IDEFStockSCHD

7.4%RTXnot top 5

5.2%LMTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

4.4%GDnot top 5

Cost, Income and Risk

Fees: IDEF, SCHD, IGV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IGV0.38%$38

IDEF0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IDEF, SCHD, IGV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

−4.4%Year to dateJan 1 → Nov 12+34.2%

−5.0%1 yearTotal return+36.8%

[…]3 years · per year$10,000 became […] · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

0.36%Trailing 12-mo yield$36 · $293 a year on $10k2.93%

−23.7%Worst dropSmaller is better−6.9%

24.5%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%NOCnot top 5

3.7%HO.PAnot top 5

Held in common2.9%

End-of-day Nov 12, 2026 · share of each fund

IDEF vs SCHD Returns, Every Period

1Y

iSharesIDEF

−5.0%

past year

SCHDSchwab

+36.8%

past year

IDEFSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs SCHD

YTD

iSharesIDEF

−4.4%

SCHDSchwab

+34.2%

−4.4%Year to date+34.2%

−23.7%Worst drop · 1Y−6.9%

24.5%Volatility · 1Y11.7%

0.4%Yield2.9%

$3.7BAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

IDEF0.36%$36

IGV0.02%$2

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IDEF$36 − $55 = −$19

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IDEF, SCHD, IGV

Today

8.6%most shared, IDEF and IGV

IDEFSCHDIGV

IDEF—2.9%8.6%

SCHD2.9%—0.0%

IGV8.6%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IDEFWorst drop−23.7%24.5% vol

IGVWorst drop−32.8%32.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIGV

+34.2%Year to date−4.0%

2.9%Yield0.0%

+36.8%Past year−8.6%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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IDEF, SCHD and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three