Compare · 3 funds side by side · dividends reinvested

IJS, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

IJS, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.9

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.3%+22.6%+19.4%+6.7%−9.3%15.9%$7.7B2.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: IJS 2000 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,352

SCHD

IJS

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,814

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

SCHDMeasureIJS

+32.8%Year to dateJan 1 → Nov 3+18.3%

+37.6%1 yearTotal return+22.6%

+21.2%3 years · per year$10,000 became $17,784 · $17,014+19.4%

+10.3%5 years · per year$10,000 became $16,352 · $13,814+6.7%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

2.97%Trailing 12-mo yield$297 · $139 a year on $10k1.39%

−6.9%Worst dropSmaller is better−9.3%

11.4%VolatilityLower is calmer15.9%

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

8–0SCHD wins

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

More Ways to See the Pairs

SCHD vs IJS: Top 5 Holdings

Today

SCHD

21.4%in top 5

IJS

in top 54.9%

SCHDStockIJS

4.6%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.2%HDnot top 5

not top 5PAYC1.1%

not top 5SM1.0%

not top 5MTCH1.0%

not top 5JXN0.9%

not top 5KMX0.8%

Held in common1.1%

End-of-day Nov 3, 2026 · share of each fund

SCHD vs IJS Returns, Every Period

SchwabSCHD

+10.3%

5 years, per year

IJSiShares

+6.7%

5 years, per year

SCHDIJSFaded: behind in that period

4–0SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

−6.9%Worst drop · 1Y−7.9%

11.4%Volatility · 1Y10.0%

3.0%Yield1.5%

$121BAssets$109B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJS, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IJS0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IJS, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

IJS1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

IJS$139 − $18 = $121

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IJS, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IJSSCHDVIG

IJS—1.1%0.6%

SCHD1.1%—14.5%

VIG0.6%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

IJSWorst drop−9.3%15.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJS

+32.8%Year to date+18.3%

3.0%Yield1.4%

+37.6%Past year+22.6%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026