Compare · 3 funds side by side · dividends reinvested

IXC, SCHD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$23,972IXC · best of the three

02 / 04

IXC, SCHD and VYM, 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%$120B1.9

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B2.0

iShares Global Energy ETFSectors · Energy0.37%2.76%+37.9%+42.3%+17.2%+19.1%−15.4%21.8%$3.0B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IXC 2001 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $3.0B$23,972

IXC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

IXCMeasureSCHD

+37.9%Year to dateJan 1 → Nov 6+31.4%

+42.3%1 yearTotal return+37.0%

+17.2%3 years · per year$10,000 became $16,078 · $17,266+20.0%

+19.1%5 years · per year$10,000 became $23,972 · $16,267+10.2%

0.37%Expense ratio$37 · $6 a year on $10k · lower is better0.06%

2.76%Trailing 12-mo yield$276 · $300 a year on $10k3.00%

−15.4%Worst dropSmaller is better−6.9%

21.8%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

IXC vs SCHD: Top 5 Holdings

Today

IXC

46.7%in top 5

SCHD

in top 521.4%

IXCStockSCHD

18.2%XOMnot top 5

11.3%CVXnot top 5

7.9%SHEL.Lnot top 5

4.9%TTE.PAnot top 5

not top 5PG4.5%

4.4%COPnot top 5

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common14.2%

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

IXC vs SCHD Returns, Every Period

iSharesIXC

+19.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IXCSCHDFaded: behind in that period

3–1IXC wins

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

Sector vs Income: IXC vs SCHD

YTD

iSharesIXC

+37.9%

SCHDSchwab

+31.4%

+37.9%Year to date+31.4%

−15.4%Worst drop · 1Y−6.9%

21.8%Volatility · 1Y11.7%

2.8%Yield3.0%

$3.0BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: IXC, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

IXC0.37%$37

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

Yields: IXC, SCHD, VYM

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IXC2.76%$276

VYM2.31%$231

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IXC$276 − $37 = $239

VYM$231 − $4 = $227

KeptFee

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

Overlap: IXC, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

IXCSCHDVYM

IXC—14.2%9.3%

SCHD14.2%—21.9%

VYM9.3%21.9%—

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

Return vs Bumpiness: 3 ETFs

+42.3%IXC, at 21.8% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

IXCWorst drop−15.4%21.8% vol

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

Paid More vs Made More

YTD

SCHDIXC

+31.4%Year to date+37.9%

3.0%Yield2.8%

+37.0%Past year+42.3%

0.06%Fee0.37%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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