Compare · 3 funds side by side · dividends reinvested

IJR, SCHD and VO

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

02 / 04

IJR, SCHD and VO, 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%$120B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B2.6

Rank among the three1st → 3rdFee, 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: IJR 2000 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,136

IJR

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

IJRMeasureSCHD

+15.4%Year to dateJan 1 → Nov 5+32.3%

+19.4%1 yearTotal return+38.7%

+17.4%3 years · per year$10,000 became $16,200 · $17,414+20.3%

+5.6%5 years · per year$10,000 became $13,136 · $16,375+10.4%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

1.24%Trailing 12-mo yield$124 · $298 a year on $10k2.98%

−9.7%Worst dropSmaller is better−6.9%

16.3%VolatilityLower is calmer11.7%

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

0–7SCHD wins

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

More Ways to See the Pairs

IJR vs SCHD: Top 5 Holdings

Today

IJR

2.7%in top 5

SCHD

in top 521.7%

IJRStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.6%PAYCnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

0.5%MTCHnot top 5

0.5%VSATnot top 5

Held in common1.2%

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

IJR vs SCHD Returns, Every Period

iSharesIJR

+5.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IJRSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: IJR vs SCHD

YTD

iSharesIJR

+15.4%

SCHDSchwab

+32.3%

+15.4%Year to date+32.3%

−9.7%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.7%

1.2%Yield3.0%

$104BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IJR, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

SCHD0.06%$6

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

Yields: IJR, SCHD, VO

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VO1.39%$139

IJR1.24%$124

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VO$139 − $3 = $136

IJR$124 − $6 = $118

KeptFee

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

Overlap: IJR, SCHD, VO

Today

6.9%most shared, SCHD and VO

IJRSCHDVO

IJR—1.2%0.0%

SCHD1.2%—6.9%

VO0.0%6.9%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%12.9% vol

IJRWorst drop−9.7%16.3% vol

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

Paid More vs Made More

YTD

SCHDIJR

+32.3%Year to date+15.4%

3.0%Yield1.2%

+38.7%Past year+19.4%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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