Compare · 2 funds side by side · dividends reinvested

ILCG and SCHD

ILCGiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

ILCG and SCHD, 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%$123B1.3

iShares Morningstar Growth ETFUS Stock Styles · Growth0.04%0.43%+6.4%+3.0%+24.4%+10.2%−14.5%19.6%$3.0B1.8

Rank among the two1st → 2ndFee, 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: ILCG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Growth ETF · $3.0B$16,235

ILCG

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

ILCGMeasureSCHD

+6.4%Year to dateJan 1 → Nov 4+35.3%

+3.0%1 yearTotal return+41.6%

+24.4%3 years · per year$10,000 became $19,230 · $17,908+21.4%

+10.2%5 years · per year$10,000 became $16,235 · $16,881+11.0%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

0.43%Trailing 12-mo yield$43 · $291 a year on $10k2.91%

−14.5%Worst dropSmaller is better−6.9%

19.6%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

ILCG vs SCHD: Top 5 Holdings

Today

ILCG

36.4%in top 5

SCHD

in top 521.6%

ILCGStockSCHD

15.6%NVDAnot top 5

7.8%AAPLnot top 5

5.0%AVGOnot top 5

not top 5TXN4.8%

4.4%AMZNnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.6%LLYnot top 5

Held in common1.0%

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

ILCG vs SCHD Returns, Every Period

iSharesILCG

+10.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ILCGSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: ILCG vs SCHD

YTD

iSharesILCG

+6.4%

SCHDSchwab

+35.3%

+6.4%Year to date+35.3%

−14.5%Worst drop · 1Y−6.9%

19.6%Volatility · 1Y11.5%

0.4%Yield2.9%

$3.0BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ILCG, SCHD

Today

0.04%lowest, ILCG

FundExpense ratioFee$10k

ILCG0.04%$4

SCHD0.06%$6

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

Yields: ILCG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ILCG0.43%$43

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ILCG$43 − $4 = $39

KeptFee

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

Overlap: ILCG, SCHD

Today

1.0%most shared, ILCG and SCHD

ILCGSCHD

ILCG—1.0%

SCHD1.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

ILCGWorst drop−14.5%19.6% vol

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

Paid More vs Made More

YTD

SCHDILCG

+35.3%Year to date+6.4%

2.9%Yield0.4%

+41.6%Past year+3.0%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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