Compare · 3 funds side by side · dividends reinvested

IPAV, SCHD and IGV

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

02 / 04

IPAV, SCHD and IGV, 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%$120B1.0

Global X Infrastructure Development ex-U.S. ETFThematic · Infrastructure0.55%1.58%+3.4%+8.8%[…][…]−17.2%19.6%$6M2.2

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.6

Rank among the three1st → 3rdFee, 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: IPAV 2024 · SCHD 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Global X Infrastructure Development ex-U.S. ETF · $6M[…]

IPAV

SCHD

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

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

IPAVMeasureSCHD

+3.4%Year to dateJan 1 → Nov 9+33.2%

+8.8%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

1.58%Trailing 12-mo yield$158 · $296 a year on $10k2.96%

−17.2%Worst dropSmaller is better−6.9%

19.6%VolatilityLower is calmer11.8%

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

0–6SCHD wins

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

More Ways to See the Pairs

IPAV vs SCHD: Top 5 Holdings

Today

IPAV

17.6%in top 5

SCHD

in top 521.4%

IPAVStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.7%CNR.TOnot top 5

3.7%LT.NSnot top 5

3.7%CP.TOnot top 5

3.3%HEI.DEnot top 5

3.3%HOLN.SWnot top 5

Held in common0.0%

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

IPAV vs SCHD Returns, Every Period

Global XIPAV

+8.8%

past year

SCHDSchwab

+39.1%

past year

IPAVSCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: IPAV vs SCHD

YTD

Global XIPAV

+3.4%

SCHDSchwab

+33.2%

+3.4%Year to date+33.2%

−17.2%Worst drop · 1Y−6.9%

19.6%Volatility · 1Y11.8%

1.6%Yield3.0%

$5.9MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IPAV, SCHD, IGV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IGV0.38%$38

IPAV0.55%$55

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

Yields: IPAV, SCHD, IGV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IPAV1.58%$158

IGV0.02%$2

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IPAV$158 − $55 = $103

IGV$2 − $38 = −$36

KeptFee

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

Overlap: IPAV, SCHD, IGV

Today

0.0%most shared, IPAV and SCHD

IPAVSCHDIGV

IPAV—0.0%0.0%

SCHD0.0%—0.0%

IGV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IPAVWorst drop−17.2%19.6% vol

IGVWorst drop−33.2%32.9% vol

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

Paid More vs Made More

YTD

SCHDIPAV

+33.2%Year to date+3.4%

3.0%Yield1.6%

+39.1%Past year+8.8%

0.06%Fee0.55%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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