Compare · 2 funds side by side · dividends reinvested

IJT and SCHD

IJTiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

IJT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

iShares S&P Small-Cap 600 Growth ETFUS Stock Styles · Small cap0.18%0.78%+14.9%+15.8%+16.6%+4.6%−11.0%17.3%$7.2B2.0

Rank among the two1st → 2ndFee, 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: IJT 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Growth ETF · $7.2B$12,498

IJT

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

IJTMeasureSCHD

+14.9%Year to dateJan 1 → Nov 6+31.4%

+15.8%1 yearTotal return+37.0%

+16.6%3 years · per year$10,000 became $15,866 · $17,266+20.0%

+4.6%5 years · per year$10,000 became $12,498 · $16,267+10.2%

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

0.78%Trailing 12-mo yield$78 · $300 a year on $10k3.00%

−11.0%Worst dropSmaller is better−6.9%

17.3%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJT vs SCHD: Top 5 Holdings

Today

IJT

5.2%in top 5

SCHD

in top 521.4%

IJTStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.1%RHPnot top 5

1.1%PTGXnot top 5

1.0%TGTXnot top 5

1.0%VSATnot top 5

1.0%ETSYnot top 5

Held in common0.6%

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

IJT vs SCHD Returns, Every Period

iSharesIJT

+4.6%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IJTSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: IJT vs SCHD

YTD

iSharesIJT

+14.9%

SCHDSchwab

+31.4%

+14.9%Year to date+31.4%

−11.0%Worst drop · 1Y−6.9%

17.3%Volatility · 1Y11.7%

0.8%Yield3.0%

$7.2BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IJT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IJT0.18%$18

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

Yields: IJT, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IJT0.78%$78

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IJT$78 − $18 = $60

KeptFee

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

Overlap: IJT, SCHD

Today

0.6%most shared, IJT and SCHD

IJTSCHD

IJT—0.6%

SCHD0.6%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IJTWorst drop−11.0%17.3% vol

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

Paid More vs Made More

YTD

SCHDIJT

+31.4%Year to date+14.9%

3.0%Yield0.8%

+37.0%Past year+15.8%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026