Compare · 2 funds side by side · dividends reinvested

IQM and SCHD

IQMFranklin Templeton×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,063IQM · best of the two

02 / 04

IQM 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%$123B1.3

Franklin Intelligent Machines ETFUnsorted0.50%0.00%+1.9%−6.8%+29.0%+11.3%−29.3%40.1%$71M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IQM 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Intelligent Machines ETF · $71M$17,063

IQM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

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

IQMMeasureSCHD

+1.9%Year to dateJan 1 → Nov 4+35.3%

−6.8%1 yearTotal return+41.6%

+29.0%3 years · per year$10,000 became $21,463 · $17,908+21.4%

+11.3%5 years · per year$10,000 became $17,063 · $16,881+11.0%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $291 a year on $10k2.91%

−29.3%Worst dropSmaller is better−6.9%

40.1%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

IQM vs SCHD: Top 5 Holdings

Today

IQM

28.4%in top 5

SCHD

in top 521.6%

IQMStockSCHD

8.6%NVDAnot top 5

6.5%TSMnot top 5

not top 5TXN4.8%

4.6%AAPLnot top 5

4.5%AVGOnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.1%CLS.TOnot top 5

Held in common0.0%

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

IQM vs SCHD Returns, Every Period

Franklin TempletonIQM

+11.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IQMSCHDFaded: behind in that period

2–2Level

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

Unsorted vs Income: IQM vs SCHD

YTD

Franklin TempletonIQM

+1.9%

SCHDSchwab

+35.3%

+1.9%Year to date+35.3%

−29.3%Worst drop · 1Y−6.9%

40.1%Volatility · 1Y11.5%

0.0%Yield2.9%

$71.4MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IQM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IQM0.50%$50

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

Yields: IQM, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IQM0.00%$0

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IQM$0 − $50 = −$50

KeptFee

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

Overlap: IQM, SCHD

Today

0.0%most shared, IQM and SCHD

IQMSCHD

IQM—0.0%

SCHD0.0%—

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

SCHDWorst drop−6.9%11.5% vol

IQMWorst drop−29.3%40.1% vol

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

Paid More vs Made More

YTD

SCHDIQM

+35.3%Year to date+1.9%

2.9%Yield0.0%

+41.6%Past year−6.8%

0.06%Fee0.50%

4–0SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026