Compare · 3 funds side by side · dividends reinvested

IGRO, IVLU and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,954IVLU · best of the three

Story of the three · IncomeMost incomeIVLU · 3.28% · $328 a year on $10k

Story of the three · RiskSmallest drop

IGRO, IVLU and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.28%+14.7%+19.0%+25.3%+14.8%−11.7%16.4%$4.6B2.1

iShares International Dividend Growth ETFIncome · Dividend stocks0.15%2.58%+15.7%+18.1%+19.9%+9.4%−10.0%13.4%$1.4B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: IGRO 2016 · IVLU 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Intl Value Factor ETF · $4.6B$19,954

IVLU

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVLU

More Ways to See the Pairs

IVLU vs SCHD: Top 5 Holdings

Today

IVLU

9.3%in top 5

SCHD

in top 521.8%

IVLUStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: IGRO, IVLU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IGRO0.15%$15

IVLU0.31%$31

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SCHD

+14.7%Year to dateJan 1 → Nov 13+34.9%

+19.0%1 yearTotal return+37.5%

+25.3%3 years · per year$10,000 became $19,679 · $17,374+20.2%

+14.8%5 years · per year$10,000 became $19,954 · $16,418+10.4%

0.31%Expense ratio$31 · $6 a year on $10k · lower is better0.06%

3.28%Trailing 12-mo yield$328 · $292 a year on $10k2.92%

−11.7%Worst dropSmaller is better−6.9%

16.4%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.2%7203.Tnot top 5

2.0%HSBA.Lnot top 5

1.9%SHEL.Lnot top 5

1.7%BATS.Lnot top 5

1.7%BNP.PAnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

IVLU vs SCHD Returns, Every Period

5Y

iSharesIVLU

+14.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IVLUSCHDFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IVLU vs SCHD

YTD

iSharesIVLU

+14.7%

SCHDSchwab

+34.9%

+14.7%Year to date+34.9%

−11.7%Worst drop · 1Y−6.9%

16.4%Volatility · 1Y11.7%

3.3%Yield2.9%

$4.6BAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: IGRO, IVLU, SCHD

1Y

3.28%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.28%$328

SCHD2.92%$292

IGRO2.58%$258

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$297most kept, IVLU

IVLU$328 − $31 = $297

SCHD$292 − $6 = $286

IGRO$258 − $15 = $243

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IGRO, IVLU, SCHD

Today

23.9%most shared, IGRO and IVLU

IGROIVLUSCHD

IGRO—23.9%0.0%

IVLU23.9%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IGROWorst drop−10.0%13.4% vol

IVLUWorst drop−11.7%16.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IVLUSCHD

+14.7%Year to date+34.9%

3.3%Yield2.9%

+19.0%Past year+37.5%

0.31%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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IGRO, IVLU and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IGRO, IVLU, SCHD