Compare · 4 funds side by side · dividends reinvested

TMFS, SCHD, VIG and IJH

TMFSMotley Fool×SCHDSchwab×VIGVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,495VIG · best of the four

02 / 04

TMFS, SCHD, VIG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B2.9

Motley Fool Small-Cap Growth ETFUS Stock Styles · Small cap0.85%0.00%−1.0%+0.8%+10.5%−2.3%−15.7%19.1%$53M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: TMFS 2018 · SCHD 2011 · VIG 2006 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Small-Cap Growth ETF · $53M$8,891

TMFS

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

TMFSMeasureSCHD

−1.0%Year to dateJan 1 → Nov 3+32.8%

+0.8%1 yearTotal return+37.6%

+10.5%3 years · per year$10,000 became $13,500 · $17,784+21.2%

−2.3%5 years · per year$10,000 became $8,891 · $16,352+10.3%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $297 a year on $10k2.97%

−15.7%Worst dropSmaller is better−6.9%

19.1%VolatilityLower is calmer11.4%

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

0–8SCHD wins

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

More Ways to See the Pairs

TMFS vs SCHD: Top 5 Holdings

Today

TMFS

25.4%in top 5

SCHD

in top 521.4%

TMFSStockSCHD

5.9%QTWOnot top 5

5.2%WINGnot top 5

5.1%HRInot top 5

4.8%HQYnot top 5

not top 5TXN4.6%

4.4%GXOnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

TMFS vs SCHD Returns, Every Period

Motley FoolTMFS

−2.3%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

TMFSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: TMFS vs SCHD

YTD

Motley FoolTMFS

−1.0%

SCHDSchwab

+32.8%

−1.0%Year to date+32.8%

−15.7%Worst drop · 1Y−6.9%

19.1%Volatility · 1Y11.4%

0.0%Yield3.0%

$52.7MAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TMFS, SCHD, VIG, IJH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IJH0.05%$5

SCHD0.06%$6

TMFS0.85%$85

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TMFS, SCHD, VIG, IJH

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

IJH1.22%$122

TMFS0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

IJH$122 − $5 = $117

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TMFS, SCHD, VIG, IJH

Today

14.5%most shared, SCHD and VIG

TMFSSCHDVIGIJH

TMFS—0.0%0.0%2.0%

SCHD0.0%—14.5%3.5%

VIG0.0%14.5%—2.9%

IJH2.0%3.5%2.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

IJHWorst drop−8.8%15.0% vol

TMFSWorst drop−15.7%19.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+32.8%Year to date+14.0%

3.0%Yield1.5%

+37.6%Past year+15.9%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026