Compare · 3 funds side by side · dividends reinvested

CPII, SCHD and IWF

CPIIAmerican Beacon×SCHDSchwab×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

CPII, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

American Beacon Ionic Inflation Protection ETFUS Stock Styles · Large cap0.70%4.15%+3.8%+3.4%+3.0%[…]−2.2%3.6%$11M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CPII 2022 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

American Beacon Ionic Inflation Protection ETF · $11M[…]

CPII

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested

CPIIMeasureSCHD

+3.8%Year to dateJan 1 → Nov 5+32.3%

+3.4%1 yearTotal return+38.7%

+3.0%3 years · per year$10,000 became $10,916 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

4.15%Trailing 12-mo yield$415 · $298 a year on $10k2.98%

−2.2%Worst dropSmaller is better−6.9%

3.6%VolatilityLower is calmer11.7%

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

3–4SCHD wins

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

More Ways to See the Pairs

CPII vs SCHD: Top 5 Holdings

Today

CPII

[…]in top 5

SCHD

in top 521.7%

CPIIStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

CPII vs SCHD Returns, Every Period

American BeaconCPII

+3.4%

past year

SCHDSchwab

+38.7%

past year

CPIISCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CPII vs SCHD

YTD

American BeaconCPII

+3.8%

SCHDSchwab

+32.3%

+3.8%Year to date+32.3%

−2.2%Worst drop · 1Y−6.9%

3.6%Volatility · 1Y11.7%

4.1%Yield3.0%

$11.3MAssets$120B

3–1CPII wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPII, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

CPII0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CPII, SCHD, IWF

4.15%highest, CPII

FundTrailing yieldYield$10k

CPII4.15%$415

SCHD2.98%$298

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$345most kept, CPII

CPII$415 − $70 = $345

SCHD$298 − $6 = $292

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CPII, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

CPIISCHDIWF

CPII—[…][…]

SCHD[…]—3.6%

IWF[…]3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

CPIIWorst drop−2.2%3.6% vol

SCHDWorst drop−6.9%11.7% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CPIISCHD

+3.8%Year to date+32.3%

4.1%Yield3.0%

+3.4%Past year+38.7%

0.70%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026