Compare · 2 funds side by side · dividends reinvested

HDV and SCHD

HDViShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,638HDV · best of the two

02 / 04

HDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core High Dividend ETFIncome · Dividend stocks0.08%3.13%+29.3%+33.2%+21.9%+13.3%−6.4%11.7%$16.2B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: HDV 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core High Dividend ETF · $16.2B$18,638

HDV

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

HDVMeasureSCHD

+29.3%Year to dateJan 1 → Nov 3+32.8%

+33.2%1 yearTotal return+37.6%

+21.9%3 years · per year$10,000 became $18,131 · $17,784+21.2%

+13.3%5 years · per year$10,000 became $18,638 · $16,352+10.3%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

3.13%Trailing 12-mo yield$313 · $297 a year on $10k2.97%

−6.4%Worst dropSmaller is better−6.9%

11.7%VolatilityLower is calmer11.4%

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

4–4Level

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

More Ways to See the Pairs

HDV vs SCHD: Top 5 Holdings

Today

HDV

34.1%in top 5

SCHD

in top 521.4%

HDVStockSCHD

9.6%XOMnot top 5

7.3%CVX4.2%

6.8%ABBVnot top 5

5.4%PG4.3%

5.1%VZnot top 5

not top 5TXN4.6%

not top 5KO4.2%

not top 5HD4.2%

Held in common42.7%

End-of-day Nov 3, 2026 · share of each fund

HDV vs SCHD Returns, Every Period

iSharesHDV

+13.3%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

HDVSCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

HDV vs SCHD

YTD

iSharesHDV

+29.3%

SCHDSchwab

+32.8%

+29.3%Year to date+32.8%

−6.4%Worst drop · 1Y−6.9%

11.7%Volatility · 1Y11.4%

3.1%Yield3.0%

$16.2BAssets$121B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

HDV0.08%$8

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: HDV, SCHD

3.13%highest, HDV

FundTrailing yieldYield$10k

HDV3.13%$313

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$305most kept, HDV

HDV$313 − $8 = $305

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: HDV, SCHD

Today

42.7%most shared, HDV and SCHD

HDVSCHD

HDV—42.7%

SCHD42.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

HDVWorst drop−6.4%11.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

HDVSCHD

+29.3%Year to date+32.8%

3.1%Yield3.0%

+33.2%Past year+37.6%

0.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026