Compare · 2 funds side by side · dividends reinvested

CSHP and SCHD

CSHPiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

CSHP and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

iShares Dynamic Short-Term Active ETFUnsorted0.20%3.96%+3.3%+4.0%[…][…]−0.7%1.9%$383M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSHP 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Dynamic Short-Term Active ETF · $383M[…]

CSHP

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

CSHPMeasureSCHD

+3.3%Year to dateJan 1 → Nov 4+35.3%

+4.0%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

3.96%Trailing 12-mo yield$396 · $291 a year on $10k2.91%

−0.7%Worst dropSmaller is better−6.9%

1.9%VolatilityLower is calmer11.5%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSHP vs SCHD: Top 5 Holdings

Today

CSHP

7.9%in top 5

SCHD

in top 521.6%

CSHPStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.2%NVDAnot top 5

2.1%AAPLnot top 5

1.7%MSFTnot top 5

1.1%AMZNnot top 5

0.7%GOOGLnot top 5

Held in common2.4%

End-of-day Nov 4, 2026 · share of each fund

CSHP vs SCHD Returns, Every Period

iSharesCSHP

+4.0%

past year

SCHDSchwab

+41.6%

past year

CSHPSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: CSHP vs SCHD

YTD

iSharesCSHP

+3.3%

SCHDSchwab

+35.3%

+3.3%Year to date+35.3%

−0.7%Worst drop · 1Y−6.9%

1.9%Volatility · 1Y11.5%

4.0%Yield2.9%

$383MAssets$121B

3–1CSHP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSHP, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CSHP0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSHP, SCHD

3.96%highest, CSHP

FundTrailing yieldYield$10k

CSHP3.96%$396

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$376most kept, CSHP

CSHP$396 − $20 = $376

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSHP, SCHD

Today

2.4%most shared, CSHP and SCHD

CSHPSCHD

CSHP—2.4%

SCHD2.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

CSHPWorst drop−0.7%1.9% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CSHPSCHD

+3.3%Year to date+35.3%

4.0%Yield2.9%

+4.0%Past year+41.6%

0.20%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026