Compare · 3 funds side by side · dividends reinvested

IGE, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,433IGE · best of the three

02 / 04

IGE, 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%$123B1.5

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

iShares North American Natural Resources ETFUS Stock Styles · Large cap0.37%1.91%+27.2%+34.9%+19.3%+17.5%−11.5%17.4%$797M2.4

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: IGE 2001 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares North American Natural Resources ETF · $797M$22,433

IGE

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 15.6% in common

IGEMeasureSCHD

+27.2%Year to dateJan 1 → Nov 4+35.3%

+34.9%1 yearTotal return+41.6%

+19.3%3 years · per year$10,000 became $16,978 · $17,908+21.4%

+17.5%5 years · per year$10,000 became $22,433 · $16,881+11.0%

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

1.91%Trailing 12-mo yield$191 · $291 a year on $10k2.91%

−11.5%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

IGE vs SCHD: Top 5 Holdings

Today

IGE

32.0%in top 5

SCHD

in top 521.6%

IGEStockSCHD

11.1%XOMnot top 5

10.9%CVX4.2%

not top 5TXN4.8%

not top 5PG4.3%

4.3%COP4.1%

not top 5KO4.2%

3.0%MPCnot top 5

2.8%NEMnot top 5

Held in common15.6%

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

IGE vs SCHD Returns, Every Period

iSharesIGE

+17.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IGESCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: IGE vs SCHD

YTD

iSharesIGE

+27.2%

SCHDSchwab

+35.3%

+27.2%Year to date+35.3%

−11.5%Worst drop · 1Y−6.9%

17.4%Volatility · 1Y11.5%

1.9%Yield2.9%

$797MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IGE, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IGE0.37%$37

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

Yields: IGE, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IGE1.91%$191

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

IGE$191 − $37 = $154

VIG$144 − $4 = $140

KeptFee

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

Overlap: IGE, SCHD, VIG

Today

15.6%most shared, IGE and SCHD

IGESCHDVIG

IGE—15.6%4.0%

SCHD15.6%—14.5%

VIG4.0%14.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

IGEWorst drop−11.5%17.4% vol

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

Paid More vs Made More

YTD

SCHDIGE

+35.3%Year to date+27.2%

2.9%Yield1.9%

+41.6%Past year+34.9%

0.06%Fee0.37%

4–0SCHD wins

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