Compare · 2 funds side by side · dividends reinvested

IMTM and SCHD

IMTMiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

IMTM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

iShares MSCI Intl Momentum Factor ETFUS Stock Styles · Factor0.30%4.62%+6.0%+10.5%+20.2%+8.4%−12.8%20.4%$4.0B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IMTM 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Momentum Factor ETF · $4.0B$14,941

IMTM

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IMTMMeasureSCHD

+6.0%Year to dateJan 1 → Nov 9+33.2%

+10.5%1 yearTotal return+39.1%

+20.2%3 years · per year$10,000 became $17,367 · $17,123+19.6%

+8.4%5 years · per year$10,000 became $14,941 · $16,459+10.5%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

4.62%Trailing 12-mo yield$462 · $296 a year on $10k2.96%

−12.8%Worst dropSmaller is better−6.9%

20.4%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IMTM vs SCHD: Top 5 Holdings

Today

IMTM

15.6%in top 5

SCHD

in top 521.4%

IMTMStockSCHD

4.5%ASML.ASnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.6%RY.TOnot top 5

2.8%HSBA.Lnot top 5

2.6%TD.TOnot top 5

2.2%NOVN.SWnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IMTM vs SCHD Returns, Every Period

iSharesIMTM

+8.4%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

IMTMSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IMTM vs SCHD

YTD

iSharesIMTM

+6.0%

SCHDSchwab

+33.2%

+6.0%Year to date+33.2%

−12.8%Worst drop · 1Y−6.9%

20.4%Volatility · 1Y11.8%

4.6%Yield3.0%

$4.0BAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IMTM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IMTM0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IMTM, SCHD

4.62%highest, IMTM

FundTrailing yieldYield$10k

IMTM4.62%$462

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$432most kept, IMTM

IMTM$462 − $30 = $432

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IMTM, SCHD

Today

0.0%most shared, IMTM and SCHD

IMTMSCHD

IMTM—0.0%

SCHD0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IMTMWorst drop−12.8%20.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IMTMSCHD

+6.0%Year to date+33.2%

4.6%Yield3.0%

+10.5%Past year+39.1%

0.30%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026