Compare IAI and SCHD | ETF Tracker

IAI and SCHD, 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%$123B1.3

iShares U.S. Broker-Dealers & Securities Exchanges ETFUS Stock Styles · Large cap0.37%1.19%+0.6%+4.0%+28.5%+11.2%−16.5%21.2%$1.3B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IAI 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3B$16,990

IAI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IAIMeasureSCHD

+0.6%Year to dateJan 1 → Nov 5+32.3%

+4.0%1 yearTotal return+38.7%

+28.5%3 years · per year$10,000 became $21,217 · $17,414+20.3%

+11.2%5 years · per year$10,000 became $16,990 · $16,375+10.4%

0.37%Expense ratio$37 · $6 a year on $10k · lower is better0.06%

1.19%Trailing 12-mo yield$119 · $298 a year on $10k2.98%

−16.5%Worst dropSmaller is better−6.9%

21.2%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

IAI vs SCHD: Top 5 Holdings

Today

IAI

52.0%in top 5

SCHD

in top 521.7%

IAIStockSCHD

17.7%GSnot top 5

15.2%MSnot top 5

8.6%SCHWnot top 5

5.3%SPGInot top 5

5.2%CMEnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.1%

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

IAI vs SCHD Returns, Every Period

5Y

iSharesIAI

+11.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IAISCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: IAI vs SCHD

YTD

iSharesIAI

+0.6%

SCHDSchwab

+32.3%

+0.6%Year to date+32.3%

−16.5%Worst drop · 1Y−6.9%

21.2%Volatility · 1Y11.7%

1.2%Yield3.0%

$1.3BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IAI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IAI0.37%$37

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

Yields: IAI, SCHD

1Y

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IAI1.19%$119

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

Income After Fees on $10,000

1Y

$292most kept, SCHD

SCHD$298 − $6 = $292

IAI$119 − $37 = $82

KeptFee

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

Overlap: IAI, SCHD

Today

0.1%most shared, IAI and SCHD

IAISCHD

IAI—0.1%

SCHD0.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IAIWorst drop−16.5%21.2% vol

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

Paid More vs Made More

YTD

SCHDIAI

+32.3%Year to date+0.6%

3.0%Yield1.2%

+38.7%Past year+4.0%

0.06%Fee0.37%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026