Compare · 2 funds side by side · dividends reinvested

ITDB and SCHD

ITDBiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

ITDB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.3

iShares LifePath Target Date 2030 ETFUnsorted0.09%1.92%+6.8%+7.4%+14.7%[…]−5.7%8.0%$83M1.7

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: ITDB 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2030 ETF · $83M[…]

ITDB

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

ITDBMeasureSCHD

+6.8%Year to dateJan 1 → Nov 4+35.3%

+7.4%1 yearTotal return+41.6%

+14.7%3 years · per year$10,000 became $15,105 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

1.92%Trailing 12-mo yield$192 · $291 a year on $10k2.91%

−5.7%Worst dropSmaller is better−6.9%

8.0%VolatilityLower is calmer11.5%

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

2–5SCHD wins

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

More Ways to See the Pairs

ITDB vs SCHD: Top 5 Holdings

Today

ITDB

7.8%in top 5

SCHD

in top 521.6%

ITDBStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.1%NVDAnot top 5

2.1%AAPLnot top 5

1.7%MSFTnot top 5

1.1%AMZNnot top 5

0.7%GOOGLnot top 5

Held in common2.5%

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

ITDB vs SCHD Returns, Every Period

iSharesITDB

+7.4%

past year

SCHDSchwab

+41.6%

past year

ITDBSCHDFaded: behind in that period

0–3SCHD wins

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

Unsorted vs Income: ITDB vs SCHD

YTD

iSharesITDB

+6.8%

SCHDSchwab

+35.3%

+6.8%Year to date+35.3%

−5.7%Worst drop · 1Y−6.9%

8.0%Volatility · 1Y11.5%

1.9%Yield2.9%

$82.7MAssets$121B

2–2level

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

Cost, Income and Risk

Fees: ITDB, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ITDB0.09%$9

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

Yields: ITDB, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ITDB1.92%$192

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ITDB$192 − $9 = $183

KeptFee

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

Overlap: ITDB, SCHD

Today

2.5%most shared, ITDB and SCHD

ITDBSCHD

ITDB—2.5%

SCHD2.5%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

ITDBWorst drop−5.7%8.0% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDITDB

+35.3%Year to date+6.8%

2.9%Yield1.9%

+41.6%Past year+7.4%

0.06%Fee0.09%

4–0SCHD wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026