Compare · 3 funds side by side · dividends reinvested

IGM, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,573IGM · best of the three

02 / 04

IGM, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.0

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.6%+12.6%+35.3%+16.6%−15.5%25.9%$10.3B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: IGM 2001 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.3B$21,573

IGM

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

IGMMeasureSCHD

+16.6%Year to dateJan 1 → Nov 3+32.8%

+12.6%1 yearTotal return+37.6%

+35.3%3 years · per year$10,000 became $24,754 · $17,784+21.2%

+16.6%5 years · per year$10,000 became $21,573 · $16,352+10.3%

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

0.15%Trailing 12-mo yield$15 · $297 a year on $10k2.97%

−15.5%Worst dropSmaller is better−6.9%

25.9%VolatilityLower is calmer11.4%

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

2–6SCHD wins

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

More Ways to See the Pairs

IGM vs SCHD: Top 5 Holdings

Today

IGM

39.4%in top 5

SCHD

in top 521.4%

IGMStockSCHD

9.9%AAPLnot top 5

9.6%MSFTnot top 5

8.3%NVDAnot top 5

7.1%AVGOnot top 5

not top 5TXN4.6%

4.5%METAnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common2.9%

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

IGM vs SCHD Returns, Every Period

iSharesIGM

+16.6%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

IGMSCHDFaded: behind in that period

2–2Level

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

Thematic vs Income: IGM vs SCHD

YTD

iSharesIGM

+16.6%

SCHDSchwab

+32.8%

+16.6%Year to date+32.8%

−15.5%Worst drop · 1Y−6.9%

25.9%Volatility · 1Y11.4%

0.1%Yield3.0%

$10.3BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IGM, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IGM0.37%$37

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

Yields: IGM, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

IGM0.15%$15

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

IGM$15 − $37 = −$22

KeptFee

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

Overlap: IGM, SCHD, VIG

Today

26.1%most shared, IGM and VIG

IGMSCHDVIG

IGM—2.9%26.1%

SCHD2.9%—14.5%

VIG26.1%14.5%—

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

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

IGMWorst drop−15.5%25.9% vol

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

Paid More vs Made More

YTD

SCHDIGM

+32.8%Year to date+16.6%

3.0%Yield0.1%

+37.6%Past year+12.6%

0.06%Fee0.37%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

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