Compare · 4 funds side by side · dividends reinvested

IVES, SCHD, SMH and VIG

IVESWedbush×SCHDSchwab×SMHVanEck×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

IVES, SCHD, SMH and VIG, 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%$122B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

Dan Ives Wedbush AI Revolution ETFThematic · AI & semis0.75%0.37%+12.2%+7.8%[…][…]−21.5%31.1%$767M3.5

Rank among the four1st → 4thFee, 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: IVES 2025 · SCHD 2011 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Dan Ives Wedbush AI Revolution ETF · $767M[…]

IVES

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

IVESMeasureSCHD

+12.2%Year to dateJan 1 → Nov 9+33.2%

+7.8%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%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

0.37%Trailing 12-mo yield$37 · $296 a year on $10k2.96%

−21.5%Worst dropSmaller is better−6.9%

31.1%VolatilityLower is calmer11.8%

IVESSCHD 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

IVES vs SCHD: Top 5 Holdings

Today

IVES

27.0%in top 5

SCHD

in top 521.4%

IVESStockSCHD

5.7%MSFTnot top 5

5.7%AAPLnot top 5

5.7%AMZNnot top 5

5.2%TSLAnot top 5

4.7%METAnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

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

IVES vs SCHD Returns, Every Period

WedbushIVES

+7.8%

past year

SCHDSchwab

+39.1%

past year

IVESSCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: IVES vs SCHD

YTD

WedbushIVES

+12.2%

SCHDSchwab

+33.2%

+12.2%Year to date+33.2%

−21.5%Worst drop · 1Y−6.9%

31.1%Volatility · 1Y11.8%

0.4%Yield3.0%

$767MAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IVES, SCHD, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

IVES0.75%$75

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

Yields: IVES, SCHD, SMH, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VIG1.46%$146

IVES0.37%$37

SMH0.23%$23

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

IVES$37 − $75 = −$38

KeptFee

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

Overlap: IVES, SCHD, SMH, VIG

Today

25.1%most shared, IVES and SMH

IVESSCHDSMHVIG

IVES—0.0%25.1%15.0%

SCHD0.0%—8.2%14.5%

SMH25.1%8.2%—10.3%

VIG15.0%14.5%10.3%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

IVESWorst drop−21.5%31.1% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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