Compare · 3 funds side by side · dividends reinvested

IDEF, SCHD and VIG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,583VIG · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

IDEF, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.6

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−2.7%−2.8%[…][…]−23.7%24.5%$3.7B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: IDEF 2025 · SCHD 2011 · VIG 2006

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$16,428

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

IDEF

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

5.1%LMTnot top 5

not top 5PG4.4%

4.4%GDnot top 5

not top 5TXN4.3%

Cost, Income and Risk

Fees: IDEF, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IDEF0.55%$55

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

Yields: IDEF, SCHD, VIG

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

−2.7%Year to dateJan 1 → Nov 10+33.8%

−2.8%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

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

0.35%Trailing 12-mo yield$35 · $294 a year on $10k2.94%

−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 10, 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

3.8%HO.PAnot top 5

Held in common2.8%

End-of-day Nov 10, 2026 · share of each fund

IDEF vs SCHD Returns, Every Period

1Y

iSharesIDEF

−2.8%

past year

SCHDSchwab

+38.8%

past year

IDEFSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs SCHD

YTD

iSharesIDEF

−2.7%

SCHDSchwab

+33.8%

−2.7%Year to date+33.8%

−23.7%Worst drop · 1Y−6.9%

24.5%Volatility · 1Y11.8%

0.4%Yield2.9%

$3.7BAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VIG1.46%$146

IDEF0.35%$35

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IDEF, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IDEFSCHDVIG

IDEF—2.8%4.9%

SCHD2.8%—14.5%

VIG4.9%14.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

IDEFWorst drop−23.7%24.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.8%Year to date+15.1%

2.9%Yield1.5%

+38.8%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

IDEF, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three