Compare · 3 funds side by side · dividends reinvested

IMCB, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

IMCB, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

iShares Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.04%1.25%+16.6%+17.9%+20.4%+7.8%−8.1%13.4%$1.7B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: IMCB 2004 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap ETF · $1.7B$14,592

IMCB

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

IMCBMeasureVIG

+16.6%Year to dateJan 1 → Nov 6+12.1%

+17.9%1 yearTotal return+14.3%

+20.4%3 years · per year$10,000 became $17,463 · $16,669+18.6%

+7.8%5 years · per year$10,000 became $14,592 · $16,243+10.2%

0.04%Expense ratio$4 · $4 a year on $10k · lower is better0.04%

1.25%Trailing 12-mo yield$125 · $150 a year on $10k1.50%

−8.1%Worst dropSmaller is better−7.9%

13.4%VolatilityLower is calmer10.8%

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

3–4VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IMCB vs VIG: Top 5 Holdings

Today

IMCB

3.7%in top 5

VIG

in top 522.1%

IMCBStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.9%ADPnot top 5

0.7%MPCnot top 5

0.7%VLOnot top 5

0.7%MRSHnot top 5

0.7%BNYnot top 5

Held in common18.9%

End-of-day Nov 6, 2026 · share of each fund

IMCB vs VIG Returns, Every Period

iSharesIMCB

+7.8%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

IMCBVIGFaded: behind in that period

3–1IMCB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IMCB vs SCHD

YTD

iSharesIMCB

+16.6%

SCHDSchwab

+31.4%

+16.6%Year to date+31.4%

−8.1%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.7%

1.3%Yield3.0%

$1.7BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMCB, VIG, SCHD

Today

0.04%lowest, IMCB

FundExpense ratioFee$10k

IMCB0.04%$4

VIG0.04%$4

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IMCB, VIG, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

IMCB1.25%$125

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

IMCB$125 − $4 = $121

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IMCB, VIG, SCHD

Today

18.9%most shared, IMCB and VIG

IMCBVIGSCHD

IMCB—18.9%7.7%

VIG18.9%—14.5%

SCHD7.7%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

IMCBWorst drop−8.1%13.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIMCB

+31.4%Year to date+16.6%

3.0%Yield1.3%

+37.0%Past year+17.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026