Compare · 2 funds side by side · dividends reinvested

IHE and SCHD

IHEiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,460IHE · best of the two

02 / 04

IHE 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%$123B1.4

iShares U.S. Pharmaceuticals ETFSectors · Health care0.37%1.31%+29.8%+45.2%+26.9%+14.0%−9.7%18.7%$1.7B1.6

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: IHE 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Pharmaceuticals ETF · $1.7B$18,460

IHE

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

IHEMeasureSCHD

+29.8%Year to dateJan 1 → Nov 5+35.3%

+45.2%1 yearTotal return+41.6%

+26.9%3 years · per year$10,000 became $20,460 · $17,908+21.4%

+14.0%5 years · per year$10,000 became $19,284 · $16,881+11.0%

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

1.31%Trailing 12-mo yield$131 · $291 a year on $10k2.91%

−9.7%Worst dropSmaller is better−6.9%

18.7%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

IHE vs SCHD: Top 5 Holdings

Today

IHE

62.8%in top 5

SCHD

in top 521.7%

IHEStockSCHD

26.5%LLYnot top 5

21.8%JNJnot top 5

5.1%ZTSnot top 5

not top 5TXN4.7%

4.7%RPRXnot top 5

4.7%PFEnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common6.9%

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

IHE vs SCHD Returns, Every Period

iSharesIHE

+14.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IHESCHDFaded: behind in that period

3–1IHE wins

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

Sector vs Income: IHE vs SCHD

YTD

iSharesIHE

+29.8%

SCHDSchwab

+35.3%

+29.8%Year to date+35.3%

−9.7%Worst drop · 1Y−6.9%

18.7%Volatility · 1Y11.5%

1.3%Yield2.9%

$1.7BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IHE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IHE0.37%$37

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

Yields: IHE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IHE1.31%$131

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IHE$131 − $37 = $94

KeptFee

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

Overlap: IHE, SCHD

Today

6.9%most shared, IHE and SCHD

IHESCHD

IHE—6.9%

SCHD6.9%—

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

Return vs Bumpiness: 2 ETFs

+45.2%IHE, at 18.7% volatility

SCHDWorst drop−6.9%11.5% vol

IHEWorst drop−9.7%18.7% vol

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

Paid More vs Made More

YTD

SCHDIHE

+35.3%Year to date+29.8%

2.9%Yield1.3%

+41.6%Past year+45.2%

0.06%Fee0.37%

3–1SCHD wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026