Compare · 4 funds side by side · dividends reinvested

IDEF, SCHD, SMH and DGRO

IDEFiShares×SCHDSchwab×SMHVanEck×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

IDEF, SCHD, SMH and DGRO, 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%$120B2.0

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.4%−3.2%[…][…]−23.7%24.5%$3.5B3.5

Rank among the four1st → 4thFee, 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: IDEF 2025 · SCHD 2011 · SMH 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.5B[…]

IDEF

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

IDEFMeasureSCHD

−3.4%Year to dateJan 1 → Nov 9+33.2%

−3.2%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

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

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

0.36%Trailing 12-mo yield$36 · $296 a year on $10k2.96%

−23.7%Worst dropSmaller is better−6.9%

24.5%VolatilityLower is calmer11.8%

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

0–6SCHD wins

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

More Ways to See the Pairs

IDEF vs SCHD: Top 5 Holdings

Today

IDEF

24.8%in top 5

SCHD

in top 521.4%

IDEFStockSCHD

7.4%RTXnot top 5

5.2%LMTnot top 5

4.4%GDnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%NOCnot top 5

3.8%HO.PAnot top 5

Held in common2.8%

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

IDEF vs SCHD Returns, Every Period

iSharesIDEF

−3.2%

past year

SCHDSchwab

+39.1%

past year

IDEFSCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: IDEF vs SCHD

YTD

iSharesIDEF

−3.4%

SCHDSchwab

+33.2%

−3.4%Year to date+33.2%

−23.7%Worst drop · 1Y−6.9%

24.5%Volatility · 1Y11.8%

0.4%Yield3.0%

$3.5BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IDEF, SCHD, SMH, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SMH0.35%$35

IDEF0.55%$55

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

Yields: IDEF, SCHD, SMH, DGRO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

DGRO1.84%$184

IDEF0.36%$36

SMH0.23%$23

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

KeptFee

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

Overlap: IDEF, SCHD, SMH, DGRO

Today

21.3%most shared, SCHD and DGRO

IDEFSCHDSMHDGRO

IDEF—2.8%1.0%4.9%

SCHD2.8%—8.2%21.3%

SMH1.0%8.2%—4.7%

DGRO4.9%21.3%4.7%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

IDEFWorst drop−23.7%24.5% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026