Compare · 2 funds side by side · dividends reinvested

IQSU and SCHX

IQSUNY Life Investments×SCHXSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,574SCHX · best of the two

02 / 04

IQSU and SCHX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Large-Cap ETFLow-Cost Core · US large cap0.03%1.04%+12.9%+12.8%+24.1%+11.9%−9.0%13.0%$74.3B1.3

NYLI Candriam U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.09%0.91%+14.6%+16.1%+20.9%+10.8%−11.2%14.4%$341M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IQSU 2019 · SCHX 2009

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Candriam U.S. Large Cap Equity ETF · $341M$16,718

IQSU

SCHX

Schwab U.S. Large-Cap ETF · $74.3B$17,574

$10,000 five years ago, dividends reinvested · they hold 53.9% in common

IQSUMeasureSCHX

+14.6%Year to dateJan 1 → Nov 4+12.9%

+16.1%1 yearTotal return+12.8%

+20.9%3 years · per year$10,000 became $17,685 · $19,124+24.1%

+10.8%5 years · per year$10,000 became $16,718 · $17,574+11.9%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.91%Trailing 12-mo yield$91 · $104 a year on $10k1.04%

−11.2%Worst dropSmaller is better−9.0%

14.4%VolatilityLower is calmer13.0%

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

2–6SCHX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IQSU vs SCHX: Top 5 Holdings

Today

IQSU

29.4%in top 5

SCHX

in top 525.8%

IQSUStockSCHX

10.6%AAPL7.0%

not top 5NVDA7.2%

5.6%MSFT5.6%

5.0%AMZN3.6%

4.4%GOOGL2.4%

3.8%GOOGnot top 5

Held in common53.9%

End-of-day Nov 4, 2026 · share of each fund

IQSU vs SCHX Returns, Every Period

NY Life InvestmentsIQSU

+10.8%

5 years, per year

SCHXSchwab

+11.9%

5 years, per year

IQSUSCHXFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IQSU vs SCHX

YTD

NY Life InvestmentsIQSU

+14.6%

SCHXSchwab

+12.9%

+14.6%Year to date+12.9%

−11.2%Worst drop · 1Y−9.0%

14.4%Volatility · 1Y13.0%

0.9%Yield1.0%

$341MAssets$74.3B

3–1SCHX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQSU, SCHX

Today

0.03%lowest, SCHX

FundExpense ratioFee$10k

SCHX0.03%$3

IQSU0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IQSU, SCHX

1.04%highest, SCHX

FundTrailing yieldYield$10k

SCHX1.04%$104

IQSU0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHX

SCHX$104 − $3 = $101

IQSU$91 − $9 = $82

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IQSU, SCHX

Today

53.9%most shared, IQSU and SCHX

IQSUSCHX

IQSU—53.9%

SCHX53.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%IQSU, at 14.4% volatility

SCHXWorst drop−9.0%13.0% vol

IQSUWorst drop−11.2%14.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHXIQSU

+12.9%Year to date+14.6%

1.0%Yield0.9%

+12.8%Past year+16.1%

0.03%Fee0.09%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026