Compare · 3 funds side by side · dividends reinvested

IUS, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,206IUS · best of the three

02 / 04

IUS, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.20%+26.5%+29.5%+24.8%+15.1%−6.1%10.4%$1.0B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.3

Rank among the three1st → 3rdFee, 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: IUS 2018 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI Strategic US ETF · $1.0B$20,206

IUS

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

IUSMeasureSCHD

+26.5%Year to dateJan 1 → Nov 4+35.3%

+29.5%1 yearTotal return+41.6%

+24.8%3 years · per year$10,000 became $19,448 · $17,908+21.4%

+15.1%5 years · per year$10,000 became $20,206 · $16,881+11.0%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

1.20%Trailing 12-mo yield$120 · $291 a year on $10k2.91%

−6.1%Worst dropSmaller is better−6.9%

10.4%VolatilityLower is calmer11.5%

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

4–4Level

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

More Ways to See the Pairs

IUS vs SCHD: Top 5 Holdings

Today

IUS

16.5%in top 5

SCHD

in top 521.6%

IUSStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

4.2%AAPLnot top 5

not top 5COP4.1%

4.1%MSFTnot top 5

2.9%BRK-Bnot top 5

2.8%GOOGLnot top 5

2.6%AMZNnot top 5

Held in common15.8%

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

IUS vs SCHD Returns, Every Period

InvescoIUS

+15.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IUSSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: IUS vs SCHD

YTD

InvescoIUS

+26.5%

SCHDSchwab

+35.3%

+26.5%Year to date+35.3%

−6.1%Worst drop · 1Y−6.9%

10.4%Volatility · 1Y11.5%

1.2%Yield2.9%

$1.0BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: IUS, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IUS0.19%$19

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

Yields: IUS, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VIG1.44%$144

IUS1.20%$120

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

IUS$120 − $19 = $101

KeptFee

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

Overlap: IUS, SCHD, VIG

Today

38.7%most shared, IUS and VIG

IUSSCHDVIG

IUS—15.8%38.7%

SCHD15.8%—14.5%

VIG38.7%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

VIGWorst drop−7.9%10.2% vol

IUSWorst drop−6.1%10.4% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDIUS

+35.3%Year to date+26.5%

2.9%Yield1.2%

+41.6%Past year+29.5%

0.06%Fee0.19%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026