Compare · 3 funds side by side · dividends reinvested

PIZ, SCHD and IEMG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,454SCHD · best of the three

02 / 04

PIZ, SCHD and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.41%+11.7%+13.1%+19.9%+6.5%−17.8%25.7%$142B2.1

Invesco Dorsey Wright Developed Markets Momentum ETFInternational · Developed0.80%1.86%+3.6%+6.9%+22.8%+6.4%−17.9%25.4%$562M2.6

Rank among the three1st → 3rdFee, 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: PIZ 2007 · SCHD 2011 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Developed Markets Momentum ETF · $562M$13,621

PIZ

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

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

PIZMeasureSCHD

+3.6%Year to dateJan 1 → Nov 9+33.1%

+6.9%1 yearTotal return+39.1%

+22.8%3 years · per year$10,000 became $18,538 · $17,118+19.6%

+6.4%5 years · per year$10,000 became $13,621 · $16,454+10.5%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

1.86%Trailing 12-mo yield$186 · $296 a year on $10k2.96%

−17.9%Worst dropSmaller is better−6.9%

25.4%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PIZ vs SCHD: Top 5 Holdings

Today

PIZ

14.7%in top 5

SCHD

in top 521.4%

PIZStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.4%BDRBFnot top 5

3.2%RYnot top 5

2.8%INVE-B.Snot top 5

2.7%BGEO.Lnot top 5

2.6%SWED-A.Snot top 5

Held in common0.0%

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

PIZ vs SCHD Returns, Every Period

InvescoPIZ

+6.4%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

PIZSCHDFaded: behind in that period

1–3SCHD wins

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

International vs Income: PIZ vs SCHD

YTD

InvescoPIZ

+3.6%

SCHDSchwab

+33.1%

+3.6%Year to date+33.1%

−17.9%Worst drop · 1Y−6.9%

25.4%Volatility · 1Y11.8%

1.9%Yield3.0%

$562MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PIZ, SCHD, IEMG

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEMG0.09%$9

PIZ0.80%$80

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

Yields: PIZ, SCHD, IEMG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IEMG2.41%$241

PIZ1.86%$186

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IEMG$241 − $9 = $232

PIZ$186 − $80 = $106

KeptFee

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

Overlap: PIZ, SCHD, IEMG

Today

1.3%most shared, PIZ and IEMG

PIZSCHDIEMG

PIZ—0.0%1.3%

SCHD0.0%—0.0%

IEMG1.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

PIZWorst drop−17.9%25.4% vol

IEMGWorst drop−17.8%25.7% vol

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

Paid More vs Made More

YTD

SCHDIEMG

+33.1%Year to date+11.7%

3.0%Yield2.4%

+39.1%Past year+13.1%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.7%

+5.6%Year to date+11.7%

2.2%Yield2.4%

$125BAssets$142B

2–0IEMG 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