Compare · 2 funds side by side · dividends reinvested

ISCV and SCHD

ISCViShares×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the two · RiskSmallest drop

ISCV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.0

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.89%+16.9%+20.0%+18.6%+7.1%−9.3%14.8%$695M1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: ISCV 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small Cap Value ETF · $695M$14,119

ISCV

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

ISCVMeasureSCHD

+16.9%

More Ways to See the Pairs

ISCV vs SCHD: Top 5 Holdings

Today

ISCV

3.0%in top 5

SCHD

in top 521.8%

ISCVStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: ISCV, SCHD

Today

0.06%lowest, ISCV

FundExpense ratioFee$10k

ISCV0.06%$6

SCHD0.06%$6

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: ISCV, SCHD

1Y

2.92%highest, SCHD

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+34.9%

+20.0%1 yearTotal return+37.5%

+18.6%3 years · per year$10,000 became $16,701 · $17,374+20.2%

+7.1%5 years · per year$10,000 became $14,119 · $16,418+10.4%

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

1.89%Trailing 12-mo yield$189 · $292 a year on $10k2.92%

−9.3%Worst dropSmaller is better−6.9%

14.8%VolatilityLower is calmer11.7%

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

0–7SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.7%SWKSnot top 5

0.7%BBYnot top 5

0.6%RGAnot top 5

0.6%SWKnot top 5

0.6%HSTnot top 5

Held in common4.4%

End-of-day Nov 13, 2026 · share of each fund

ISCV vs SCHD Returns, Every Period

5Y

iSharesISCV

+7.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ISCVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCV vs SCHD

YTD

iSharesISCV

+16.9%

SCHDSchwab

+34.9%

+16.9%Year to date+34.9%

−9.3%Worst drop · 1Y−6.9%

14.8%Volatility · 1Y11.7%

1.9%Yield2.9%

$695MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

SCHD2.92%$292

ISCV1.89%$189

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

ISCV$189 − $6 = $183

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ISCV, SCHD

Today

4.4%most shared, ISCV and SCHD

ISCVSCHD

ISCV—4.4%

SCHD4.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

ISCVWorst drop−9.3%14.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDISCV

+34.9%Year to date+16.9%

2.9%Yield1.9%

+37.5%Past year+20.0%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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ISCV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two