Compare · 3 funds side by side · dividends reinvested

PIO, SCHD and IEMG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

PIO, SCHD and IEMG, 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%$120B1.0

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.49%+8.3%+8.8%+19.3%+6.0%−17.8%25.5%$139B2.3

Invesco Global Water ETFInternational · Global0.75%0.88%+0.8%−1.3%+12.3%+2.2%−13.1%16.7%$277M2.8

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: PIO 2007 · SCHD 2011 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Global Water ETF · $277M$11,137

PIO

SCHD

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

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

PIOMeasureSCHD

+0.8%Year to dateJan 1 → Nov 6+31.4%

−1.3%1 yearTotal return+37.0%

+12.3%3 years · per year$10,000 became $14,166 · $17,266+20.0%

+2.2%5 years · per year$10,000 became $11,137 · $16,267+10.2%

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

0.88%Trailing 12-mo yield$88 · $300 a year on $10k3.00%

−13.1%Worst dropSmaller is better−6.9%

16.7%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

PIO vs SCHD: Top 5 Holdings

Today

PIO

37.7%in top 5

SCHD

in top 521.4%

PIOStockSCHD

9.3%PNRnot top 5

8.7%ECLnot top 5

8.5%FERGnot top 5

6.0%SBSP3.SAnot top 5

5.3%6361.Tnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

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

PIO vs SCHD Returns, Every Period

InvescoPIO

+2.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

PIOSCHDFaded: behind in that period

0–4SCHD wins

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

International vs Income: PIO vs SCHD

YTD

InvescoPIO

+0.8%

SCHDSchwab

+31.4%

+0.8%Year to date+31.4%

−13.1%Worst drop · 1Y−6.9%

16.7%Volatility · 1Y11.7%

0.9%Yield3.0%

$277MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PIO, SCHD, IEMG

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEMG0.09%$9

PIO0.75%$75

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

Yields: PIO, SCHD, IEMG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IEMG2.49%$249

PIO0.88%$88

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IEMG$249 − $9 = $240

PIO$88 − $75 = $13

KeptFee

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

Overlap: PIO, SCHD, IEMG

Today

0.2%most shared, PIO and IEMG

PIOSCHDIEMG

PIO—0.0%0.2%

SCHD0.0%—0.0%

IEMG0.2%0.0%—

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

SCHDWorst drop−6.9%11.7% vol

PIOWorst drop−13.1%16.7% vol

IEMGWorst drop−17.8%25.5% vol

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

Paid More vs Made More

YTD

SCHDIEMG

+31.4%Year to date+8.3%

3.0%Yield2.5%

+37.0%Past year+8.8%

0.06%Fee0.09%

4–0SCHD wins

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

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$139B

2–0IEMG 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