Compare · 2 funds side by side · dividends reinvested

ITDF and SCHD

ITDFiShares×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

ITDF 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%$123B1.1

iShares LifePath Target Date 2050 ETFUnsorted0.11%1.47%+12.3%+13.4%+22.0%[…]−9.3%13.2%$102M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: ITDF 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2050 ETF · $102M[…]

ITDF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

ITDFMeasureSCHD

+12.3%Year to dateJan 1 → Nov 4+35.3%

+13.4%1 yearTotal return+41.6%

+22.0%3 years · per year$10,000 became $18,161 · $17,908+21.4%

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

0.11%Expense ratio$11 · $6 a year on $10k · lower is better0.06%

1.47%Trailing 12-mo yield$147 · $291 a year on $10k2.91%

−9.3%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.5%

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

1–6SCHD wins

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

More Ways to See the Pairs

ITDF vs SCHD: Top 5 Holdings

Today

ITDF

13.7%in top 5

SCHD

in top 521.6%

ITDFStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.7%NVDAnot top 5

3.7%AAPLnot top 5

3.0%MSFTnot top 5

1.9%AMZNnot top 5

1.4%2330.TWnot top 5

Held in common4.3%

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

ITDF vs SCHD Returns, Every Period

iSharesITDF

+13.4%

past year

SCHDSchwab

+41.6%

past year

ITDFSCHDFaded: behind in that period

1–2SCHD wins

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

Unsorted vs Income: ITDF vs SCHD

YTD

iSharesITDF

+12.3%

SCHDSchwab

+35.3%

+12.3%Year to date+35.3%

−9.3%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.5%

1.5%Yield2.9%

$102MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ITDF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ITDF0.11%$11

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

Yields: ITDF, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ITDF1.47%$147

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ITDF$147 − $11 = $136

KeptFee

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

Overlap: ITDF, SCHD

Today

4.3%most shared, ITDF and SCHD

ITDFSCHD

ITDF—4.3%

SCHD4.3%—

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

SCHDWorst drop−6.9%11.5% vol

ITDFWorst drop−9.3%13.2% vol

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

Paid More vs Made More

YTD

SCHDITDF

+35.3%Year to date+12.3%

2.9%Yield1.5%

+41.6%Past year+13.4%

0.06%Fee0.11%

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%

$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