Compare · 3 funds side by side · dividends reinvested

IVE, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,659IVE · best of the three

02 / 04

IVE, SCHD and VIG, 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%$121B1.8

iShares S&P 500 Value ETFLow-Cost Core · S&P 5000.18%1.48%+16.1%+18.6%+19.7%+12.0%−6.2%9.7%$50.6B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.1

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: IVE 2000 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 Value ETF · $50.6B$17,659

IVE

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

IVEMeasureSCHD

+16.1%Year to dateJan 1 → Nov 4+35.3%

+18.6%1 yearTotal return+41.6%

+19.7%3 years · per year$10,000 became $17,148 · $17,908+21.4%

+12.0%5 years · per year$10,000 became $17,659 · $16,881+11.0%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.48%Trailing 12-mo yield$148 · $291 a year on $10k2.91%

−6.2%Worst dropSmaller is better−6.9%

9.7%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

IVE vs SCHD: Top 5 Holdings

Today

IVE

17.5%in top 5

SCHD

in top 521.6%

IVEStockSCHD

8.0%AAPLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.8%AMZNnot top 5

2.4%XOMnot top 5

1.8%WMTnot top 5

1.5%COSTnot top 5

Held in common17.0%

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

IVE vs SCHD Returns, Every Period

iSharesIVE

+12.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IVESCHDFaded: behind in that period

1–3SCHD wins

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

Core vs Income: IVE vs SCHD

YTD

iSharesIVE

+16.1%

SCHDSchwab

+35.3%

+16.1%Year to date+35.3%

−6.2%Worst drop · 1Y−6.9%

9.7%Volatility · 1Y11.5%

1.5%Yield2.9%

$50.6BAssets$121B

2–2level

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

Cost, Income and Risk

Fees: IVE, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IVE0.18%$18

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

Yields: IVE, SCHD, VIG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IVE1.48%$148

VIG1.44%$144

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

IVE$148 − $18 = $130

KeptFee

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

Overlap: IVE, SCHD, VIG

Today

50.2%most shared, IVE and VIG

IVESCHDVIG

IVE—17.0%50.2%

SCHD17.0%—14.5%

VIG50.2%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

IVEWorst drop−6.2%9.7% vol

VIGWorst drop−7.9%10.2% 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

SCHDVIG

+35.3%Year to date+16.4%

2.9%Yield1.4%

+41.6%Past year+18.9%

0.06%Fee0.04%

3–1SCHD 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