Compare · 2 funds side by side · dividends reinvested

IHAK and SCHD

IHAKiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

IHAK 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%$120B1.3

iShares Cybersecurity and Tech ETFThematic · Cyber & cloud0.47%0.07%+39.6%+32.0%+22.2%+7.9%−20.7%30.9%$1.2B1.8

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: IHAK 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Cybersecurity and Tech ETF · $1.2B$14,644

IHAK

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

IHAKMeasureSCHD

+39.6%Year to dateJan 1 → Nov 5+32.3%

+32.0%1 yearTotal return+38.7%

+22.2%3 years · per year$10,000 became $18,233 · $17,414+20.3%

+7.9%5 years · per year$10,000 became $14,644 · $16,375+10.4%

0.47%Expense ratio$47 · $6 a year on $10k · lower is better0.06%

0.07%Trailing 12-mo yield$7 · $298 a year on $10k2.98%

−20.7%Worst dropSmaller is better−6.9%

30.9%VolatilityLower is calmer11.7%

IHAKSCHD 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

IHAK vs SCHD: Top 5 Holdings

Today

IHAK

29.2%in top 5

SCHD

in top 521.7%

IHAKStockSCHD

6.7%NTSKnot top 5

6.2%QLYSnot top 5

5.6%ZSnot top 5

5.5%TENBnot top 5

5.2%OKTAnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.2%

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

IHAK vs SCHD Returns, Every Period

iSharesIHAK

+7.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IHAKSCHDFaded: behind in that period

2–2Level

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

Thematic vs Income: IHAK vs SCHD

YTD

iSharesIHAK

+39.6%

SCHDSchwab

+32.3%

+39.6%Year to date+32.3%

−20.7%Worst drop · 1Y−6.9%

30.9%Volatility · 1Y11.7%

0.1%Yield3.0%

$1.2BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: IHAK, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IHAK0.47%$47

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

Yields: IHAK, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IHAK0.07%$7

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IHAK$7 − $47 = −$40

KeptFee

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

Overlap: IHAK, SCHD

Today

0.2%most shared, IHAK and SCHD

IHAKSCHD

IHAK—0.2%

SCHD0.2%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IHAKWorst drop−20.7%30.9% vol

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

Paid More vs Made More

YTD

SCHDIHAK

+32.3%Year to date+39.6%

3.0%Yield0.1%

+38.7%Past year+32.0%

0.06%Fee0.47%

3–1SCHD 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026