Compare · 2 funds side by side · dividends reinvested

INVG and SCHD

INVGGMO×SCHDSchwab×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,429SCHD · best of the two

Story of the two · IncomeMost incomeINVG · 5.06% · $506 a year on $10k

Story of the two · RiskSmallest drop

INVG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.4

GMO Systematic Investment Grade Credit ETFBonds & Cash · Corporate0.25%5.06%−1.3%−1.1%[…][…]−4.5%4.8%$29M1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: INVG 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

GMO Systematic Investment Grade Credit ETF · $29M[…]

INVG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested

INVGMeasureSCHD

−1.3%

More Ways to See the Pairs

INVG vs SCHD: Top 5 Holdings

Today

INVG

[…]in top 5

SCHD

in top 521.7%

INVGStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: INVG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

INVG0.25%$25

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: INVG, SCHD

1Y

5.06%highest, INVG

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to date

Jan 1 → Nov 12

+34.2%

−1.1%1 yearTotal return+36.8%

[…]3 years · per year$10,000 became […] · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

5.06%Trailing 12-mo yield$506 · $293 a year on $10k2.93%

−4.5%Worst dropSmaller is better−6.9%

4.8%VolatilityLower is calmer11.7%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

INVG vs SCHD Returns, Every Period

1Y

GMOINVG

−1.1%

past year

SCHDSchwab

+36.8%

past year

INVGSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: INVG vs SCHD

YTD

GMOINVG

−1.3%

SCHDSchwab

+34.2%

−1.3%Year to date+34.2%

−4.5%Worst drop · 1Y−6.9%

4.8%Volatility · 1Y11.7%

5.1%Yield2.9%

$29.0MAssets$123B

3–1INVG wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

INVG5.06%$506

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$481most kept, INVG

INVG$506 − $25 = $481

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: INVG, SCHD

Today

[…]holdings […]

INVGSCHD

INVG—[…]

SCHD[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

INVGWorst drop−4.5%4.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

INVGSCHD

−1.3%Year to date+34.2%

5.1%Yield2.9%

−1.1%Past year+36.8%

0.25%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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INVG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two