Compare · 4 funds side by side · dividends reinvested

IDEF, SCHD, SMH and VIG

IDEFiShares×SCHDSchwab×SMHVanEck×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

IDEF, SCHD, SMH and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B2.5

iShares Defense Industrials ActThematic · Defense & space0.55%0.36%−3.5%−7.9%[…][…]−19.2%23.4%$3.6B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IDEF 2025 · SCHD 2011 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.6B[…]

IDEF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

IDEFMeasureSCHD

−3.5%Year to dateJan 1 → Nov 5+35.3%

−7.9%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

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

0.36%Trailing 12-mo yield$36 · $291 a year on $10k2.91%

−19.2%Worst dropSmaller is better−6.9%

23.4%VolatilityLower is calmer11.5%

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

0–6SCHD wins

End-of-day Nov 5, 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

24.5%in top 5

SCHD

in top 521.7%

IDEFStockSCHD

7.4%RTXnot top 5

5.2%LMTnot top 5

not top 5TXN4.7%

4.4%GDnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.8%NOCnot top 5

3.8%HO.PAnot top 5

Held in common2.8%

End-of-day Nov 5, 2026 · share of each fund

IDEF vs SCHD Returns, Every Period

iSharesIDEF

−7.9%

past year

SCHDSchwab

+41.6%

past year

IDEFSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs SCHD

YTD

iSharesIDEF

−3.5%

SCHDSchwab

+35.3%

−3.5%Year to date+35.3%

−19.2%Worst drop · 1Y−6.9%

23.4%Volatility · 1Y11.5%

0.4%Yield2.9%

$3.6BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, SCHD, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

IDEF0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IDEF, SCHD, SMH, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

IDEF0.36%$36

SMH0.22%$22

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

SMH$22 − $35 = −$13

IDEF$36 − $55 = −$19

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IDEF, SCHD, SMH, VIG

Today

14.5%most shared, SCHD and VIG

IDEFSCHDSMHVIG

IDEF—2.8%1.0%4.9%

SCHD2.8%—8.6%14.5%

SMH1.0%8.6%—10.3%

VIG4.9%14.5%10.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

IDEFWorst drop−19.2%23.4% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+35.3%Year to date+40.0%

2.9%Yield0.2%

+41.6%Past year+38.2%

0.06%Fee0.35%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026