Compare · 2 funds side by side · dividends reinvested

ITDG and SCHD

ITDGiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

ITDG 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 2055 ETFUnsorted0.12%1.42%+12.8%+14.0%+22.6%[…]−9.5%13.8%$71M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: ITDG 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares LifePath Target Date 2055 ETF · $71M[…]

ITDG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

ITDGMeasureSCHD

+12.8%Year to dateJan 1 → Nov 5+35.3%

+14.0%1 yearTotal return+41.6%

+22.6%3 years · per year$10,000 became $18,445 · $17,908+21.4%

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

0.12%Expense ratio$12 · $6 a year on $10k · lower is better0.06%

1.42%Trailing 12-mo yield$142 · $291 a year on $10k2.91%

−9.5%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.5%

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

1–6SCHD wins

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

More Ways to See the Pairs

ITDG vs SCHD: Top 5 Holdings

Today

ITDG

14.7%in top 5

SCHD

in top 521.7%

ITDGStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.1%AAPLnot top 5

3.8%NVDAnot top 5

3.3%MSFTnot top 5

2.1%AMZNnot top 5

1.4%2330.TWnot top 5

Held in common4.6%

End-of-day Nov 5, 2026 · share of each fund

ITDG vs SCHD Returns, Every Period

iSharesITDG

+14.0%

past year

SCHDSchwab

+41.6%

past year

ITDGSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: ITDG vs SCHD

YTD

iSharesITDG

+12.8%

SCHDSchwab

+35.3%

+12.8%Year to date+35.3%

−9.5%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.5%

1.4%Yield2.9%

$70.5MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITDG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ITDG0.12%$12

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ITDG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ITDG1.42%$142

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ITDG$142 − $12 = $130

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ITDG, SCHD

Today

4.6%most shared, ITDG and SCHD

ITDGSCHD

ITDG—4.6%

SCHD4.6%—

End-of-day Nov 5, 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

ITDGWorst drop−9.5%13.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDITDG

+35.3%Year to date+12.8%

2.9%Yield1.4%

+41.6%Past year+14.0%

0.06%Fee0.12%

4–0SCHD wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026