ITDI vs SCHD5YITDIITDIAvsBSCHDSCHDiShares LifePath Target Date 2065 ETF · $30MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+20.2%3 years · per year$17,355 · $17,062+19.5%[…]5 years · per year[…] · $16,428+10.4%Cost and income0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%1.47%12-mo yield$147 · $294 on $10k
Overlap: ITDI, SCHD, DGROToday28.1%most shared, ITDI and DGROITDISCHDDGROITDI—4.7%28.1%SCHD4.7%—21.2%DGRO28.1%21.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
ITDI vs SCHD5YAITDIiShares LifePath Target Date 2065[…]vsSCHDBSchwab U.S. Dividend Equity$16,428MeasureITDISCHDFee0.12%0.06%Cost on $10k a year$12$6Yield1.47%2.94%5 years, per year[…]+10.4%3 years, per year+20.2%+19.5%Worst drop · 1Y−9.6%−6.9%Volatility · 1Y14.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DGROiShares Core Dividend Growth ETFReadDesk0.08%1.83%+0.3%+19.1%+22.8%+20.4%+11.3%−6.5%$45.7B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B3AITDIiShares LifePath Target Date 2065 ETFReadDesk0.12%1.47%−0.5%+11.0%+13.9%+20.2%new−9.6%$30MEnd-of-day Nov 10, 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▲▼1DGROiShares Core Dividend Growth ETFReadDesk0.08%1.83%+0.3%+19.1%+22.8%+20.4%+11.3%−6.5%$45.7B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B3AITDIiShares LifePath Target Date 2065 ETFReadDesk0.12%1.47%−0.5%+11.0%+13.9%+20.2%new−9.6%$30MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.1%vsBVVIGVanguard+15.1%Jan 1Nov 10+19.1%+15.1%+19.1%Year to date+15.1%1.8%Yield1.5%$45.7BAssets$109B2–0DGRO winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: ITDI, SCHD, DGROToday28.1%most shared, ITDI and DGROITDISCHDDGROITDI—4.7%28.1%SCHD4.7%—21.2%DGRO28.1%21.2%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288DGRO$183 − $8 = $175ITDI$147 − $12 = $135KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee