Compare · 3 funds side by side · dividends reinvested

ISCG, SCHD and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,454SCHD · best of the three

02 / 04

ISCG, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.0

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+11.8%+14.9%+19.6%+3.9%−11.4%18.8%$934M2.8

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,454

SCHD

ISCG

iShares Morningstar Small-Cap Growth ETF · $934M$12,106

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

SCHDMeasureISCG

+33.1%Year to dateJan 1 → Nov 9+11.8%

+39.1%1 yearTotal return+14.9%

+19.6%3 years · per year$10,000 became $17,118 · $17,100+19.6%

+10.5%5 years · per year$10,000 became $16,454 · $12,106+3.9%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

2.96%Trailing 12-mo yield$296 · $65 a year on $10k0.65%

−6.9%Worst dropSmaller is better−11.4%

11.8%VolatilityLower is calmer18.8%

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

6–0SCHD 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 ISCG: Top 5 Holdings

Today

SCHD

21.4%in top 5

ISCG

in top 54.0%

SCHDStockISCG

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5TEAM1.0%

not top 5OKTA1.0%

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common1.0%

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

SCHD vs ISCG Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

ISCGiShares

+3.9%

5 years, per year

SCHDISCGFaded: behind in that period

3–0SCHD wins

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

Income vs Stocks: SCHD vs IJH

YTD

SchwabSCHD

+33.1%

IJHiShares

+13.6%

+33.1%Year to date+13.6%

−6.9%Worst drop · 1Y−8.8%

11.8%Volatility · 1Y15.8%

3.0%Yield1.2%

$120BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ISCG, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ISCG0.06%$6

SCHD0.06%$6

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

Yields: ISCG, SCHD, IJH

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IJH1.21%$121

ISCG0.65%$65

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IJH$121 − $5 = $116

ISCG$65 − $6 = $59

KeptFee

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

Overlap: ISCG, SCHD, IJH

Today

39.5%most shared, ISCG and IJH

ISCGSCHDIJH

ISCG—1.0%39.5%

SCHD1.0%—3.5%

IJH39.5%3.5%—

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

IJHWorst drop−8.8%15.8% vol

ISCGWorst drop−11.4%18.8% vol

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

Paid More vs Made More

YTD

SCHDIJH

+33.1%Year to date+13.6%

3.0%Yield1.2%

+39.1%Past year+17.5%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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