Compare · 4 funds side by side · dividends reinvested

IDEF, SCHD, VIG and DGRO

IDEFiShares×SCHDSchwab×VIGVanguard×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,027DGRO · best of the four

02 / 04

IDEF, SCHD, VIG and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.5

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−1.3%−5.9%[…][…]−18.9%23.3%$3.7B4.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: IDEF 2025 · SCHD 2011 · VIG 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Defense Industrials Act · $3.7B[…]

IDEF

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

IDEFMeasureSCHD

−1.3%Year to dateJan 1 → Nov 3+32.8%

−5.9%1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

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

0.35%Trailing 12-mo yield$35 · $297 a year on $10k2.97%

−18.9%Worst dropSmaller is better−6.9%

23.3%VolatilityLower is calmer11.4%

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

0–6SCHD wins

End-of-day Nov 3, 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

24.6%in top 5

SCHD

in top 521.4%

IDEFStockSCHD

7.3%RTXnot top 5

5.4%LMTnot top 5

not top 5TXN4.6%

4.4%GDnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

4.0%NOCnot top 5

3.5%BAnot top 5

Held in common3.1%

End-of-day Nov 3, 2026 · share of each fund

IDEF vs SCHD Returns, Every Period

iSharesIDEF

−5.9%

past year

SCHDSchwab

+37.6%

past year

IDEFSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs SCHD

YTD

iSharesIDEF

−1.3%

SCHDSchwab

+32.8%

−1.3%Year to date+32.8%

−18.9%Worst drop · 1Y−6.9%

23.3%Volatility · 1Y11.4%

0.3%Yield3.0%

$3.7BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IDEF, SCHD, VIG, DGRO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

DGRO0.08%$8

IDEF0.55%$55

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IDEF, SCHD, VIG, DGRO

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

DGRO1.85%$185

VIG1.47%$147

IDEF0.35%$35

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

VIG$147 − $4 = $143

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IDEF, SCHD, VIG, DGRO

Today

68.3%most shared, VIG and DGRO

IDEFSCHDVIGDGRO

IDEF—3.1%4.9%5.0%

SCHD3.1%—14.5%21.0%

VIG4.9%14.5%—68.3%

DGRO5.0%21.0%68.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.6%SCHD, at 11.4% volatility

DGROWorst drop−6.5%9.5% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

IDEFWorst drop−18.9%23.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDGRO

+32.8%Year to date+18.0%

3.0%Yield1.8%

+37.6%Past year+21.0%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026