Compare · 2 funds side by side · dividends reinvested

HEFA and SCHD

HEFAiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,636HEFA · best of the two

02 / 04

HEFA and SCHD, 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%$120B1.3

iShares Currency Hedged MSCI EAFE ETFInternational · Developed0.70%3.98%+15.3%+19.3%+19.6%+13.3%−9.5%13.7%$7.5B1.8

Rank among the two1st → 2ndFee, 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: HEFA 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Currency Hedged MSCI EAFE ETF · $7.5B$18,636

HEFA

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HEFAMeasureSCHD

+15.3%Year to dateJan 1 → Nov 9+33.2%

+19.3%1 yearTotal return+39.1%

+19.6%3 years · per year$10,000 became $17,116 · $17,123+19.6%

+13.3%5 years · per year$10,000 became $18,636 · $16,459+10.5%

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

3.98%Trailing 12-mo yield$398 · $296 a year on $10k2.96%

−9.5%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer11.8%

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

2–5SCHD wins

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

More Ways to See the Pairs

HEFA vs SCHD: Top 5 Holdings

Today

HEFA

8.4%in top 5

SCHD

in top 521.4%

HEFAStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.6%ASML.ASnot top 5

1.6%ROP.SWnot top 5

1.4%HSBA.Lnot top 5

1.4%NOVN.SWnot top 5

1.4%SHEL.Lnot top 5

Held in common0.0%

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

HEFA vs SCHD Returns, Every Period

iSharesHEFA

+13.3%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

HEFASCHDFaded: behind in that period

1–2SCHD wins

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

International vs Income: HEFA vs SCHD

YTD

iSharesHEFA

+15.3%

SCHDSchwab

+33.2%

+15.3%Year to date+33.2%

−9.5%Worst drop · 1Y−6.9%

13.7%Volatility · 1Y11.8%

4.0%Yield3.0%

$7.5BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: HEFA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

HEFA0.70%$70

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

Yields: HEFA, SCHD

3.98%highest, HEFA

FundTrailing yieldYield$10k

HEFA3.98%$398

SCHD2.96%$296

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

Income After Fees on $10,000

$328most kept, HEFA

HEFA$398 − $70 = $328

SCHD$296 − $6 = $290

KeptFee

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

Overlap: HEFA, SCHD

Today

0.0%most shared, HEFA and SCHD

HEFASCHD

HEFA—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

HEFAWorst drop−9.5%13.7% vol

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

Paid More vs Made More

YTD

HEFASCHD

+15.3%Year to date+33.2%

4.0%Yield3.0%

+19.3%Past year+39.1%

0.70%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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