IGLD vs SCHD

AIGLD

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,849IGLD · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income24.99%IGLD · $2,499 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]IGLD and SCHD

IGLD

SCHD

FT Vest Gold Strategy Target Income ETF · $564MSchwab U.S. Dividend Equity ETF · $120B

+19.6%3 years · per year$17,110 · $17,123+19.6%

+12.3%5 years · per year$17,849 · $16,459+10.5%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

24.99%12-mo yield$2,499 · $296 on $10k2.96%

−26.1%Worst dropSmaller wins−6.9%

26.3%VolatilityLower wins11.8%

2–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGLD · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIGLD	FT Vest Gold Strategy Target Income ETFRead Desk	0.85%	24.99%	+1.5%	−6.6%	+0.3%	+19.6%	+12.3%	−26.1%	$564M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIGLD	FT Vest Gold Strategy Target Income ETFRead Desk	0.85%	24.99%	+1.5%	−6.6%	+0.3%	+19.6%	+12.3%	−26.1%	$564M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGLD vs SCHD

IGLD

FT Vest Gold Strategy Target Income

$17,849

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureIGLDSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield24.99%2.96%

5 years, per year+12.3%+10.5%

3 years, per year+19.6%+19.6%

Worst drop · 1Y−26.1%−6.9%

Volatility · 1Y26.3%11.8%

3–2measures won
SCHD first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IGLD, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IGLDSCHDVIG

IGLD—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

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

Income After Fees on $10,000

$2,414most kept, IGLD

IGLD$2,499 − $85 = $2,414

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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