Compare · 3 funds side by side · dividends reinvested

IJS, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

IJS, SCHD and VUG, 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%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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%$7.5B2.4

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

IJS

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

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

SCHDMeasureIJS

+33.2%Year to dateJan 1 → Nov 9+18.9%

+39.1%1 yearTotal return+24.5%

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

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

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

2.96%Trailing 12-mo yield$296 · $138 a year on $10k1.38%

−6.9%Worst dropSmaller is better−9.3%

11.8%VolatilityLower is calmer16.3%

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

8–0SCHD wins

End-of-day Nov 9, 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 54.8%

SCHDStockIJS

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5PAYC1.0%

not top 5MTCH1.0%

not top 5VSXY0.9%

not top 5EPAM0.9%

not top 5JXN0.9%

Held in common1.1%

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

SCHD vs IJS Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

IJSiShares

+6.4%

5 years, per year

SCHDIJSFaded: behind in that period

4–0SCHD wins

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

Income vs Stocks: SCHD vs IJS

YTD

SchwabSCHD

+33.2%

IJSiShares

+18.9%

+33.2%Year to date+18.9%

−6.9%Worst drop · 1Y−9.3%

11.8%Volatility · 1Y16.3%

3.0%Yield1.4%

$120BAssets$7.5B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IJS, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IJS0.18%$18

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

Yields: IJS, SCHD, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IJS1.38%$138

VUG0.41%$41

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IJS$138 − $18 = $120

VUG$41 − $3 = $38

KeptFee

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

Overlap: IJS, SCHD, VUG

Today

1.1%most shared, IJS and SCHD

IJSSCHDVUG

IJS—1.1%0.0%

SCHD1.1%—0.8%

VUG0.0%0.8%—

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

IJSWorst drop−9.3%16.3% vol

VUGWorst drop−15.1%19.1% 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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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