IPKW vs SCHD
5Y+25.2%3 years · per year$19,605 · $17,266+20.0%
+11.2%5 years · per year$17,039 · $16,267+10.2%
0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%
3.37%12-mo yield$337 · $300 on $10k3.00%
−9.1%Worst dropSmaller wins−6.9%
15.3%VolatilityLower wins11.7%
3–3Level
$10,000 · 5 yearsAll four, one scale
Shared top holdingsIPKW · SCHD
They share no top holdings, or holdings aren’t on file […]
Held in common0.0%
End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two