Compare · 3 funds side by side · dividends reinvested

ILCV, SCHD and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,131ILCV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

ILCV, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.8

iShares Morningstar Value ETFUS Stock Styles · Value0.04%1.50%+18.3%+22.2%+21.6%+12.6%−6.5%10.6%$1.4B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: ILCV 2004 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Value ETF · $1.4B$18,131

ILCV

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

ILCV

More Ways to See the Pairs

ILCV vs SCHD: Top 5 Holdings

Today

ILCV

24.8%in top 5

SCHD

in top 521.4%

ILCVStockSCHD

8.6%MSFTnot top 5

7.2%AAPLnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

Cost, Income and Risk

Fees: ILCV, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

ILCV0.04%$4

SCHD0.06%$6

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

Yields: ILCV, SCHD, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+18.3%Year to dateJan 1 → Nov 10+33.8%

+22.2%1 yearTotal return+38.8%

+21.6%3 years · per year$10,000 became $17,978 · $17,062+19.5%

+12.6%5 years · per year$10,000 became $18,131 · $16,428+10.4%

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

1.50%Trailing 12-mo yield$150 · $294 a year on $10k2.94%

−6.5%Worst dropSmaller is better−6.9%

10.6%VolatilityLower is calmer11.8%

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

5–3ILCV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HD4.3%

not top 5AMGN4.1%

3.4%AMZNnot top 5

3.0%BRK-Bnot top 5

2.6%JPMnot top 5

Held in common14.6%

End-of-day Nov 10, 2026 · share of each fund

ILCV vs SCHD Returns, Every Period

5Y

iSharesILCV

+12.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ILCVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ILCV vs SCHD

YTD

iSharesILCV

+18.3%

SCHDSchwab

+33.8%

+18.3%Year to date+33.8%

−6.5%Worst drop · 1Y−6.9%

10.6%Volatility · 1Y11.8%

1.5%Yield2.9%

$1.4BAssets$122B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VTV1.83%$183

ILCV1.50%$150

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VTV$183 − $3 = $180

ILCV$150 − $4 = $146

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ILCV, SCHD, VTV

Today

64.7%most shared, ILCV and VTV

ILCVSCHDVTV

ILCV—14.6%64.7%

SCHD14.6%—17.9%

VTV64.7%17.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

ILCVWorst drop−6.5%10.6% vol

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+33.8%Year to date+21.0%

2.9%Yield1.8%

+38.8%Past year+24.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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ILCV, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three