Compare · 2 funds side by side · dividends reinvested

IAK and SCHD

IAKiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,202IAK · best of the two

02 / 04

IAK 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%$123B1.1

iShares U.S. Insurance ETFSectors · Financials0.37%2.33%+15.0%+24.9%+20.4%+15.1%−10.5%16.2%$498M1.9

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: IAK 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Insurance ETF · $498M$20,202

IAK

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

IAKMeasureSCHD

+15.0%Year to dateJan 1 → Nov 4+35.3%

+24.9%1 yearTotal return+41.6%

+20.4%3 years · per year$10,000 became $17,456 · $17,908+21.4%

+15.1%5 years · per year$10,000 became $20,202 · $16,881+11.0%

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

2.33%Trailing 12-mo yield$233 · $291 a year on $10k2.91%

−10.5%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

IAK vs SCHD: Top 5 Holdings

Today

IAK

46.3%in top 5

SCHD

in top 521.6%

IAKStockSCHD

13.5%PGRnot top 5

13.1%CBnot top 5

8.4%TRVnot top 5

6.6%ALLnot top 5

not top 5TXN4.8%

4.6%AFLnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common2.1%

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

IAK vs SCHD Returns, Every Period

iSharesIAK

+15.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IAKSCHDFaded: behind in that period

1–3SCHD wins

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

Sector vs Income: IAK vs SCHD

YTD

iSharesIAK

+15.0%

SCHDSchwab

+35.3%

+15.0%Year to date+35.3%

−10.5%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.5%

2.3%Yield2.9%

$498MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IAK, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IAK0.37%$37

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

Yields: IAK, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IAK2.33%$233

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IAK$233 − $37 = $196

KeptFee

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

Overlap: IAK, SCHD

Today

2.1%most shared, IAK and SCHD

IAKSCHD

IAK—2.1%

SCHD2.1%—

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

SCHDWorst drop−6.9%11.5% vol

IAKWorst drop−10.5%16.2% vol

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

Paid More vs Made More

YTD

SCHDIAK

+35.3%Year to date+15.0%

2.9%Yield2.3%

+41.6%Past year+24.9%

0.06%Fee0.37%

4–0SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026