Compare · 3 funds side by side · dividends reinvested

IDNA, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

IDNA, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.1

iShares Genomics Immunology and Healthcare ETFSectors · Health care0.47%0.68%+58.8%+70.0%+33.2%−2.8%−10.6%30.6%$354M2.3

Rank among the three1st → 3rdFee, 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: IDNA 2019 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Genomics Immunology and Healthcare ETF · $354M$8,654

IDNA

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

IDNAMeasureSCHD

+58.8%Year to dateJan 1 → Nov 5+32.3%

+70.0%1 yearTotal return+38.7%

+33.2%3 years · per year$10,000 became $23,655 · $17,414+20.3%

−2.8%5 years · per year$10,000 became $8,654 · $16,375+10.4%

0.47%Expense ratio$47 · $6 a year on $10k · lower is better0.06%

0.68%Trailing 12-mo yield$68 · $298 a year on $10k2.98%

−10.6%Worst dropSmaller is better−6.9%

30.6%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

IDNA vs SCHD: Top 5 Holdings

Today

IDNA

33.8%in top 5

SCHD

in top 521.7%

IDNAStockSCHD

14.6%MRNAnot top 5

5.8%GMAB.COnot top 5

5.5%TWSTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.9%REGNnot top 5

3.9%BAYN.DEnot top 5

Held in common3.3%

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

IDNA vs SCHD Returns, Every Period

iSharesIDNA

−2.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IDNASCHDFaded: behind in that period

3–1IDNA wins

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

Sector vs Income: IDNA vs SCHD

YTD

iSharesIDNA

+58.8%

SCHDSchwab

+32.3%

+58.8%Year to date+32.3%

−10.6%Worst drop · 1Y−6.9%

30.6%Volatility · 1Y11.7%

0.7%Yield3.0%

$354MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: IDNA, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IDNA0.47%$47

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

Yields: IDNA, SCHD, VIG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

IDNA0.68%$68

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

IDNA$68 − $47 = $21

KeptFee

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

Overlap: IDNA, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IDNASCHDVIG

IDNA—3.3%1.6%

SCHD3.3%—14.5%

VIG1.6%14.5%—

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

Return vs Bumpiness: 3 ETFs

+70.0%IDNA, at 30.6% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

IDNAWorst drop−10.6%30.6% vol

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

Paid More vs Made More

YTD

SCHDIDNA

+32.3%Year to date+58.8%

3.0%Yield0.7%

+38.7%Past year+70.0%

0.06%Fee0.47%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026