Compare · 3 funds side by side · dividends reinvested

IMCV, SCHD and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

IMCV, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.0

iShares Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.06%1.82%+23.4%+27.1%+21.1%+10.7%−6.9%11.6%$1.3B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: IMCV 2004 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Mid-Cap Value ETF · $1.3B$16,625

IMCV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

IMCV

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IMCV vs SCHD: Top 5 Holdings

Today

IMCV

7.0%in top 5

SCHD

in top 521.7%

IMCVStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: IMCV, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IMCV0.06%$6

SCHD0.06%$6

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IMCV, SCHD, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHD

+23.4%Year to dateJan 1 → Nov 11+34.6%

+27.1%1 yearTotal return+39.3%

+21.1%3 years · per year$10,000 became $17,747 · $17,234+19.9%

+10.7%5 years · per year$10,000 became $16,625 · $16,418+10.4%

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

1.82%Trailing 12-mo yield$182 · $293 a year on $10k2.93%

−6.9%Worst dropSmaller is better−6.9%

11.6%VolatilityLower is calmer11.8%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.7%ADPnot top 5

1.4%VLOnot top 5

1.4%PSXnot top 5

1.3%MMMnot top 5

1.3%USBnot top 5

Held in common12.8%

End-of-day Nov 11, 2026 · share of each fund

IMCV vs SCHD Returns, Every Period

5Y

iSharesIMCV

+10.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IMCVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IMCV vs SCHD

YTD

iSharesIMCV

+23.4%

SCHDSchwab

+34.6%

+23.4%Year to date+34.6%

−6.9%Worst drop · 1Y−6.9%

11.6%Volatility · 1Y11.8%

1.8%Yield2.9%

$1.3BAssets$123B

2–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

IMCV1.82%$182

VTV1.81%$181

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VTV$181 − $3 = $178

IMCV$182 − $6 = $176

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IMCV, SCHD, VTV

Today

27.8%most shared, IMCV and VTV

IMCVSCHDVTV

IMCV—12.8%27.8%

SCHD12.8%—17.9%

VTV27.8%17.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

IMCVWorst drop−6.9%11.6% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIMCV

+34.6%Year to date+23.4%

2.9%Yield1.8%

+39.3%Past year+27.1%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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IMCV, SCHD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three