ITDG vs SCHD5YITDGITDGAvsBSCHDSCHDiShares LifePath Target Date 2055 ETF · $71MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+20.2%3 years · per year$17,370 · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%1.44%12-mo yield$144 · $292 on $10k2.92%
Overlap: ITDG, SCHD, VYMToday21.9%most shared, SCHD and VYMITDGSCHDVYMITDG—4.6%19.7%SCHD4.6%—21.9%VYM19.7%21.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
ITDG vs SCHD5YAITDGiShares LifePath Target Date 2055[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureITDGSCHDFee0.12%0.06%Cost on $10k a year$12$6Yield1.44%2.92%5 years, per year[…]+10.4%3 years, per year+20.2%+20.2%Worst drop · 1Y−9.5%−6.9%Volatility · 1Y14.5%11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$83.3B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AITDGiShares LifePath Target Date 2055 ETFReadDesk0.12%1.44%−0.3%+11.0%+11.7%+20.2%new−9.5%$71MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$83.3B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AITDGiShares LifePath Target Date 2055 ETFReadDesk0.12%1.44%−0.3%+11.0%+11.7%+20.2%new−9.5%$71MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: ITDG, SCHD, VYMToday21.9%most shared, SCHD and VYMITDGSCHDVYMITDG—4.6%19.7%SCHD4.6%—21.9%VYM19.7%21.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VYM$223 − $4 = $219ITDG$144 − $12 = $132KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee