Compare · 2 funds side by side · dividends reinvested

IMCV and SCHD

IMCViShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,188IMCV · best of the two

02 / 04

IMCV 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%$121B1.4

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.81%+24.1%+29.4%+23.1%+11.4%−6.9%11.2%$1.3B1.5

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: IMCV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Mid-Cap Value ETF · $1.3B$17,188

IMCV

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

IMCVMeasureSCHD

+24.1%Year to dateJan 1 → Nov 4+35.3%

+29.4%1 yearTotal return+41.6%

+23.1%3 years · per year$10,000 became $18,669 · $17,908+21.4%

+11.4%5 years · per year$10,000 became $17,188 · $16,881+11.0%

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

1.81%Trailing 12-mo yield$181 · $291 a year on $10k2.91%

−6.9%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.5%

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

3–3Level

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

More Ways to See the Pairs

IMCV vs SCHD: Top 5 Holdings

Today

IMCV

7.2%in top 5

SCHD

in top 521.6%

IMCVStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.6%ADPnot top 5

1.5%VLOnot top 5

1.5%PSXnot top 5

1.3%REGNnot top 5

1.3%USBnot top 5

Held in common12.9%

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

IMCV vs SCHD Returns, Every Period

iSharesIMCV

+11.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IMCVSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: IMCV vs SCHD

YTD

iSharesIMCV

+24.1%

SCHDSchwab

+35.3%

+24.1%Year to date+35.3%

−6.9%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.5%

1.8%Yield2.9%

$1.3BAssets$121B

2–1SCHD wins

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

Cost, Income and Risk

Fees: IMCV, SCHD

Today

0.06%lowest, IMCV

FundExpense ratioFee$10k

IMCV0.06%$6

SCHD0.06%$6

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

Yields: IMCV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IMCV1.81%$181

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IMCV$181 − $6 = $175

KeptFee

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

Overlap: IMCV, SCHD

Today

12.9%most shared, IMCV and SCHD

IMCVSCHD

IMCV—12.9%

SCHD12.9%—

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

IMCVWorst drop−6.9%11.2% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDIMCV

+35.3%Year to date+24.1%

2.9%Yield1.8%

+41.6%Past year+29.4%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026