Compare · 3 funds side by side · dividends reinvested

IJS, SCHD and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

IJS, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.5B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: IJS 2000 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,632

IJS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

IJSMeasureSCHD

+18.9%Year to dateJan 1 → Nov 9+33.2%

+24.5%1 yearTotal return+39.1%

+17.5%3 years · per year$10,000 became $16,208 · $17,123+19.6%

+6.4%5 years · per year$10,000 became $13,632 · $16,459+10.5%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.38%Trailing 12-mo yield$138 · $296 a year on $10k2.96%

−9.3%Worst dropSmaller is better−6.9%

16.3%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJS vs SCHD: Top 5 Holdings

Today

IJS

4.8%in top 5

SCHD

in top 521.4%

IJSStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.0%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%EPAMnot top 5

0.9%JXNnot top 5

Held in common1.1%

End-of-day Nov 9, 2026 · share of each fund

IJS vs SCHD Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

IJSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IJS vs SCHD

YTD

iSharesIJS

+18.9%

SCHDSchwab

+33.2%

+18.9%Year to date+33.2%

−9.3%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.8%

1.4%Yield3.0%

$7.5BAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJS, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

IJS0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IJS, SCHD, VO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IJS1.38%$138

VO1.35%$135

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VO$135 − $3 = $132

IJS$138 − $18 = $120

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IJS, SCHD, VO

Today

6.9%most shared, SCHD and VO

IJSSCHDVO

IJS—1.1%0.0%

SCHD1.1%—6.9%

VO0.0%6.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

IJSWorst drop−9.3%16.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJS

+33.2%Year to date+18.9%

3.0%Yield1.4%

+39.1%Past year+24.5%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026