Compare · 3 funds side by side · dividends reinvested

IGM, SCHD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,889IGM · best of the three

02 / 04

IGM, SCHD and VYM, 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%$123B1.8

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.8

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.16%+8.2%+7.2%+31.2%+14.7%−19.8%26.9%$10.4B2.5

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: IGM 2001 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech Sector ETF · $10.4B$19,889

IGM

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

IGMMeasureSCHD

+8.2%Year to dateJan 1 → Nov 5+32.3%

+7.2%1 yearTotal return+38.7%

+31.2%3 years · per year$10,000 became $22,573 · $17,414+20.3%

+14.7%5 years · per year$10,000 became $19,889 · $16,375+10.4%

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

0.16%Trailing 12-mo yield$16 · $298 a year on $10k2.98%

−19.8%Worst dropSmaller is better−6.9%

26.9%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 5, 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

40.4%in top 5

SCHD

in top 521.7%

IGMStockSCHD

10.3%MSFTnot top 5

10.1%AAPLnot top 5

8.2%NVDAnot top 5

7.2%AVGOnot top 5

not top 5TXN4.7%

4.6%METAnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common3.1%

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

IGM vs SCHD Returns, Every Period

iSharesIGM

+14.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IGMSCHDFaded: behind in that period

2–2Level

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

Thematic vs Income: IGM vs SCHD

YTD

iSharesIGM

+8.2%

SCHDSchwab

+32.3%

+8.2%Year to date+32.3%

−19.8%Worst drop · 1Y−6.9%

26.9%Volatility · 1Y11.7%

0.2%Yield3.0%

$10.4BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IGM, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

IGM0.37%$37

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

Yields: IGM, SCHD, VYM

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VYM2.30%$230

IGM0.16%$16

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

IGM$16 − $37 = −$21

KeptFee

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

Overlap: IGM, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

IGMSCHDVYM

IGM—3.1%16.2%

SCHD3.1%—21.9%

VYM16.2%21.9%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

IGMWorst drop−19.8%26.9% vol

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

Paid More vs Made More

YTD

SCHDVYM

+32.3%Year to date+13.3%

3.0%Yield2.3%

+38.7%Past year+17.7%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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