Compare · 2 funds side by side · dividends reinvested

ITOT and SCHD

ITOTiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,265ITOT · best of the two

02 / 04

ITOT 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%$123B1.4

iShares Core S&P Total U.S. Stock Market ETFLow-Cost Core · Total US market0.03%1.01%+13.3%+13.4%+24.0%+11.5%−8.9%13.1%$97.0B1.6

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: ITOT 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Total U.S. Stock Market ETF · $97.0B$17,265

ITOT

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

ITOTMeasureSCHD

+13.3%Year to dateJan 1 → Nov 4+35.3%

+13.4%1 yearTotal return+41.6%

+24.0%3 years · per year$10,000 became $19,058 · $17,908+21.4%

+11.5%5 years · per year$10,000 became $17,265 · $16,881+11.0%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.01%Trailing 12-mo yield$101 · $291 a year on $10k2.91%

−8.9%Worst dropSmaller is better−6.9%

13.1%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

ITOT vs SCHD: Top 5 Holdings

Today

ITOT

24.3%in top 5

SCHD

in top 521.6%

ITOTStockSCHD

6.8%NVDAnot top 5

6.6%AAPLnot top 5

5.3%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.4%AMZNnot top 5

2.2%GOOGLnot top 5

Held in common7.8%

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

ITOT vs SCHD Returns, Every Period

iSharesITOT

+11.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ITOTSCHDFaded: behind in that period

2–2Level

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

Core vs Income: ITOT vs SCHD

YTD

iSharesITOT

+13.3%

SCHDSchwab

+35.3%

+13.3%Year to date+35.3%

−8.9%Worst drop · 1Y−6.9%

13.1%Volatility · 1Y11.5%

1.0%Yield2.9%

$97.0BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ITOT, SCHD

Today

0.03%lowest, ITOT

FundExpense ratioFee$10k

ITOT0.03%$3

SCHD0.06%$6

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

Yields: ITOT, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ITOT1.01%$101

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ITOT$101 − $3 = $98

KeptFee

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

Overlap: ITOT, SCHD

Today

7.8%most shared, ITOT and SCHD

ITOTSCHD

ITOT—7.8%

SCHD7.8%—

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

ITOTWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

SCHDITOT

+35.3%Year to date+13.3%

2.9%Yield1.0%

+41.6%Past year+13.4%

0.06%Fee0.03%

3–1SCHD 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

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI 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