Compare · 3 funds side by side · dividends reinvested

IVLU, VIG and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,675IVLU · best of the three

02 / 04

IVLU, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.36%+11.7%+20.3%+24.4%+14.5%−11.7%16.3%$4.5B2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$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 6, 2026 · returns include dividends · since: IVLU 2015 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Value Factor ETF · $4.5B$19,675

IVLU

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

IVLUMeasureVIG

+11.7%Year to dateJan 1 → Nov 6+12.1%

+20.3%1 yearTotal return+14.3%

+24.4%3 years · per year$10,000 became $19,249 · $16,669+18.6%

+14.5%5 years · per year$10,000 became $19,675 · $16,243+10.2%

0.31%Expense ratio$31 · $4 a year on $10k · lower is better0.04%

3.36%Trailing 12-mo yield$336 · $150 a year on $10k1.50%

−11.7%Worst dropSmaller is better−7.9%

16.3%VolatilityLower is calmer10.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVLU vs VIG: Top 5 Holdings

Today

IVLU

9.5%in top 5

VIG

in top 522.1%

IVLUStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.3%7203.Tnot top 5

1.9%SHEL.Lnot top 5

1.9%HSBA.Lnot top 5

1.7%BATS.Lnot top 5

1.6%ROP.SWnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IVLU vs VIG Returns, Every Period

iSharesIVLU

+14.5%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

IVLUVIGFaded: behind in that period

3–1IVLU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IVLU vs SCHD

YTD

iSharesIVLU

+11.7%

SCHDSchwab

+31.4%

+11.7%Year to date+31.4%

−11.7%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.7%

3.4%Yield3.0%

$4.5BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVLU, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IVLU0.31%$31

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVLU, VIG, SCHD

3.36%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.36%$336

SCHD3.00%$300

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$305most kept, IVLU

IVLU$336 − $31 = $305

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVLU, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

IVLUVIGSCHD

IVLU—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

IVLUWorst drop−11.7%16.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVLUSCHD

+11.7%Year to date+31.4%

3.4%Yield3.0%

+20.3%Past year+37.0%

0.31%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026