Compare · 3 funds side by side · dividends reinvested

SCHD, IGV and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

SCHD, IGV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.8

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.0%−10.5%+15.8%+3.8%−35.5%32.7%$13.0B2.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCHD 2011 · IGV 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

IGV

iShares Expanded Tech-Software Sector ETF · $13.0B$12,032

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

SCHDMeasureIGV

+35.3%Year to dateJan 1 → Nov 4−2.0%

+41.6%1 yearTotal return−10.5%

+21.4%3 years · per year$10,000 became $17,908 · $15,526+15.8%

+11.0%5 years · per year$10,000 became $16,881 · $12,032+3.8%

0.06%Expense ratio$6 · $38 a year on $10k · lower is better0.38%

2.91%Trailing 12-mo yield$291 · $2 a year on $10k0.02%

−6.9%Worst dropSmaller is better−35.5%

11.5%VolatilityLower is calmer32.7%

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

8–0SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs IGV: Top 5 Holdings

Today

SCHD

21.6%in top 5

IGV

in top 541.6%

SCHDStockIGV

not top 5MSFT8.9%

not top 5PANW8.8%

not top 5PLTR8.7%

not top 5CRWD8.5%

not top 5ORCL6.6%

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SCHD vs IGV Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

IGViShares

+3.8%

5 years, per year

SCHDIGVFaded: behind in that period

4–0SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Thematic: SCHD vs SMH

YTD

SchwabSCHD

+35.3%

SMHVanEck

+40.0%

+35.3%Year to date+40.0%

−6.9%Worst drop · 1Y−24.6%

11.5%Volatility · 1Y41.2%

2.9%Yield0.2%

$123BAssets$65.4B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, IGV, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

IGV0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHD, IGV, SMH

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SMH0.22%$22

IGV0.02%$2

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SMH$22 − $35 = −$13

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHD, IGV, SMH

Today

8.6%most shared, SCHD and SMH

SCHDIGVSMH

SCHD—0.0%8.6%

IGV0.0%—4.4%

SMH8.6%4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

IGVWorst drop−35.5%32.7% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+35.3%Year to date+40.0%

2.9%Yield0.2%

+41.6%Past year+38.2%

0.06%Fee0.35%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026