Compare · 2 funds side by side · dividends reinvested

IXC and SCHD

IXCiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$24,504IXC · best of the two

02 / 04

IXC 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%$121B1.4

iShares Global Energy ETFSectors · Energy0.37%2.68%+42.0%+45.9%+18.3%+19.6%−15.4%21.7%$3.3B1.6

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: IXC 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $3.3B$24,504

IXC

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

IXCMeasureSCHD

+42.0%Year to dateJan 1 → Nov 4+35.3%

+45.9%1 yearTotal return+41.6%

+18.3%3 years · per year$10,000 became $16,552 · $17,908+21.4%

+19.6%5 years · per year$10,000 became $24,504 · $16,881+11.0%

0.37%Expense ratio$37 · $6 a year on $10k · lower is better0.06%

2.68%Trailing 12-mo yield$268 · $291 a year on $10k2.91%

−15.4%Worst dropSmaller is better−6.9%

21.7%VolatilityLower is calmer11.5%

IXCSCHD 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

IXC vs SCHD: Top 5 Holdings

Today

IXC

46.2%in top 5

SCHD

in top 521.6%

IXCStockSCHD

18.4%XOMnot top 5

11.2%CVX4.2%

7.5%SHEL.Lnot top 5

not top 5TXN4.8%

4.7%TTE.PAnot top 5

4.4%COP4.1%

not top 5PG4.3%

not top 5KO4.2%

Held in common15.1%

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

IXC vs SCHD Returns, Every Period

iSharesIXC

+19.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IXCSCHDFaded: behind in that period

3–1IXC wins

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

Sector vs Income: IXC vs SCHD

YTD

iSharesIXC

+42.0%

SCHDSchwab

+35.3%

+42.0%Year to date+35.3%

−15.4%Worst drop · 1Y−6.9%

21.7%Volatility · 1Y11.5%

2.7%Yield2.9%

$3.3BAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: IXC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IXC0.37%$37

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

Yields: IXC, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IXC2.68%$268

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IXC$268 − $37 = $231

KeptFee

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

Overlap: IXC, SCHD

Today

15.1%most shared, IXC and SCHD

IXCSCHD

IXC—15.1%

SCHD15.1%—

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

Return vs Bumpiness: 2 ETFs

+45.9%IXC, at 21.7% volatility

SCHDWorst drop−6.9%11.5% vol

IXCWorst drop−15.4%21.7% vol

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

Paid More vs Made More

YTD

SCHDIXC

+35.3%Year to date+42.0%

2.9%Yield2.7%

+41.6%Past year+45.9%

0.06%Fee0.37%

2–2level

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