Compare · 2 funds side by side · dividends reinvested

IMCG and SCHD

IMCGiShares×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

IMCG 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%$123B1.1

iShares Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.06%0.66%+18.6%+15.6%+21.7%+6.2%−10.2%17.4%$4.1B1.8

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: IMCG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap Growth ETF · $4.1B$13,485

IMCG

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

IMCGMeasureSCHD

+18.6%Year to dateJan 1 → Nov 4+35.3%

+15.6%1 yearTotal return+41.6%

+21.7%3 years · per year$10,000 became $18,039 · $17,908+21.4%

+6.2%5 years · per year$10,000 became $13,485 · $16,881+11.0%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

0.66%Trailing 12-mo yield$66 · $291 a year on $10k2.91%

−10.2%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.5%

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

1–6SCHD wins

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

More Ways to See the Pairs

IMCG vs SCHD: Top 5 Holdings

Today

IMCG

6.2%in top 5

SCHD

in top 521.6%

IMCGStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.4%SNOWnot top 5

1.3%JCInot top 5

1.2%FCXnot top 5

1.2%NETnot top 5

1.1%DELLnot top 5

Held in common2.2%

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

IMCG vs SCHD Returns, Every Period

iSharesIMCG

+6.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IMCGSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: IMCG vs SCHD

YTD

iSharesIMCG

+18.6%

SCHDSchwab

+35.3%

+18.6%Year to date+35.3%

−10.2%Worst drop · 1Y−6.9%

17.4%Volatility · 1Y11.5%

0.7%Yield2.9%

$4.1BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IMCG, SCHD

Today

0.06%lowest, IMCG

FundExpense ratioFee$10k

IMCG0.06%$6

SCHD0.06%$6

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

Yields: IMCG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IMCG0.66%$66

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IMCG$66 − $6 = $60

KeptFee

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

Overlap: IMCG, SCHD

Today

2.2%most shared, IMCG and SCHD

IMCGSCHD

IMCG—2.2%

SCHD2.2%—

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

IMCGWorst drop−10.2%17.4% vol

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

Paid More vs Made More

YTD

SCHDIMCG

+35.3%Year to date+18.6%

2.9%Yield0.7%

+41.6%Past year+15.6%

0.06%Fee0.06%

3–0SCHD 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