Compare · 3 funds side by side · dividends reinvested

SCHD, DRAM and IGV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SCHD, DRAM and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.0

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−6.3%−11.6%+13.6%+2.6%−33.3%32.9%$12.4B2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · DRAM 2026 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

DRAM

Roundhill Memory ETF · $14.4B[…]

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

SCHDMeasureDRAM

+32.3%Year to dateJan 1 → Nov 5[…]

+38.7%1 yearTotal return[…]

+20.3%3 years · per year$10,000 became $17,414 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $65 a year on $10k · lower is better0.65%

2.98%Trailing 12-mo yield$298 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–0SCHD wins

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

More Ways to See the Pairs

SCHD vs DRAM: Top 5 Holdings

Today

SCHD

21.7%in top 5

DRAM

in top 574.5%

SCHDStockDRAM

not top 5FGXXX19.9%

not top 5005930.K19.4%

not top 5000660.K16.6%

not top 5912797WN13.0%

not top 5912797VA5.7%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs DRAM Returns, Every Period

SchwabSCHD

+38.7%

past year

DRAMRoundhill

[…]

past year

Returns […]

SCHDDRAMFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Thematic: SCHD vs IGV

YTD

SchwabSCHD

+32.3%

IGViShares

−6.3%

+32.3%Year to date−6.3%

−6.9%Worst drop · 1Y−33.3%

11.7%Volatility · 1Y32.9%

3.0%Yield0.0%

$120BAssets$12.4B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, DRAM, IGV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IGV0.38%$38

DRAM0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHD, DRAM, IGV

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IGV0.02%$2

DRAM0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IGV$2 − $38 = −$36

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHD, DRAM, IGV

Today

0.0%most shared, SCHD and DRAM

SCHDDRAMIGV

SCHD—0.0%0.0%

DRAM0.0%—0.0%

IGV0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IGVWorst drop−33.3%32.9% vol

DRAMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIGV

+32.3%Year to date−6.3%

3.0%Yield0.0%

+38.7%Past year−11.6%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026