Compare · 3 funds side by side · dividends reinvested

CSM, SCHD and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,122CSM · best of the three

02 / 04

CSM, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.3

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.06%+9.1%+13.1%+22.2%+11.4%−9.4%13.3%$499M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: CSM 2009 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $499M$17,122

CSM

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

CSMMeasureSCHD

+9.1%Year to dateJan 1 → Nov 9+33.2%

+13.1%1 yearTotal return+39.1%

+22.2%3 years · per year$10,000 became $18,244 · $17,123+19.6%

+11.4%5 years · per year$10,000 became $17,122 · $16,459+10.5%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

1.06%Trailing 12-mo yield$106 · $296 a year on $10k2.96%

−9.4%Worst dropSmaller is better−6.9%

13.3%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs SCHD: Top 5 Holdings

Today

CSM

19.9%in top 5

SCHD

in top 521.4%

CSMStockSCHD

5.1%AAPLnot top 5

4.7%NVDAnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%MSFTnot top 5

3.2%IQMMnot top 5

2.9%AMZNnot top 5

Held in common7.4%

End-of-day Nov 9, 2026 · share of each fund

CSM vs SCHD Returns, Every Period

ProSharesCSM

+11.4%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

CSMSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+9.1%

SCHDSchwab

+33.2%

+9.1%Year to date+33.2%

−9.4%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.8%

1.1%Yield3.0%

$499MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

CSM0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CSM, SCHD, IJH

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IJH1.21%$121

CSM1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IJH$121 − $5 = $116

CSM$106 − $45 = $61

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CSM, SCHD, IJH

Today

7.4%most shared, CSM and SCHD

CSMSCHDIJH

CSM—7.4%0.0%

SCHD7.4%—3.5%

IJH0.0%3.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CSMWorst drop−9.4%13.3% vol

IJHWorst drop−8.8%15.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJH

+33.2%Year to date+13.6%

3.0%Yield1.2%

+39.1%Past year+17.5%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026