Compare · 3 funds side by side · dividends reinvested

IEO, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$24,009IEO · best of the three

02 / 04

IEO, SCHD 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

iShares U.S. Oil & Gas Exploration & Production ETFSectors · Energy0.37%1.63%+52.1%+51.7%+14.6%+19.1%−16.3%28.2%$832M2.1

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

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

End-of-day Nov 4, 2026 · returns include dividends · since: IEO 2006 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Oil & Gas Exploration & Production ETF · $832M$24,009

IEO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

IEOMeasureSCHD

+52.1%Year to dateJan 1 → Nov 4+35.3%

+51.7%1 yearTotal return+41.6%

+14.6%3 years · per year$10,000 became $15,068 · $17,908+21.4%

+19.1%5 years · per year$10,000 became $24,009 · $16,881+11.0%

0.37%Expense ratio$37 · $6 a year on $10k · lower is better0.06%

1.63%Trailing 12-mo yield$163 · $291 a year on $10k2.91%

−16.3%Worst dropSmaller is better−6.9%

28.2%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IEO vs SCHD: Top 5 Holdings

Today

IEO

51.4%in top 5

SCHD

in top 521.6%

IEOStockSCHD

18.3%COP4.1%

12.4%MPCnot top 5

11.4%VLOnot top 5

not top 5TXN4.8%

4.7%EOGnot top 5

4.6%PSXnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

Held in common8.2%

End-of-day Nov 4, 2026 · share of each fund

IEO vs SCHD Returns, Every Period

iSharesIEO

+19.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IEOSCHDFaded: behind in that period

3–1IEO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: IEO vs SCHD

YTD

iSharesIEO

+52.1%

SCHDSchwab

+35.3%

+52.1%Year to date+35.3%

−16.3%Worst drop · 1Y−6.9%

28.2%Volatility · 1Y11.5%

1.6%Yield2.9%

$832MAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IEO, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IEO0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IEO, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IEO1.63%$163

VIG1.44%$144

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

IEO$163 − $37 = $126

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IEO, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IEOSCHDVIG

IEO—8.2%0.5%

SCHD8.2%—14.5%

VIG0.5%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+51.7%IEO, at 28.2% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

IEOWorst drop−16.3%28.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIEO

+35.3%Year to date+52.1%

2.9%Yield1.6%

+41.6%Past year+51.7%

0.06%Fee0.37%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 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 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026