Compare · 3 funds side by side · dividends reinvested

IJR, SCHD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IJR, SCHD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJR 2000 · SCHD 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

IJRMeasureSCHD

+15.5%Year to dateJan 1 → Nov 6+31.4%

+17.6%1 yearTotal return+37.0%

+17.3%3 years · per year$10,000 became $16,147 · $17,266+20.0%

+5.7%5 years · per year$10,000 became $13,170 · $16,267+10.2%

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

1.24%Trailing 12-mo yield$124 · $300 a year on $10k3.00%

−9.7%Worst dropSmaller is better−6.9%

16.2%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 6, 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

2.6%in top 5

SCHD

in top 521.4%

IJRStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common1.2%

End-of-day Nov 6, 2026 · share of each fund

IJR vs SCHD Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IJRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IJR vs SCHD

YTD

iSharesIJR

+15.5%

SCHDSchwab

+31.4%

+15.5%Year to date+31.4%

−9.7%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.7%

1.2%Yield3.0%

$104BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, SCHD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJR, SCHD, VTV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VTV1.87%$187

IJR1.24%$124

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

IJR$124 − $6 = $118

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJR, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

IJRSCHDVTV

IJR—1.2%0.0%

SCHD1.2%—17.9%

VTV0.0%17.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

IJRWorst drop−9.7%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+31.4%Year to date+18.5%

3.0%Yield1.9%

+37.0%Past year+22.9%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026