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$23,813IXC · 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%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

iShares Global Energy ETFSectors · Energy0.37%2.75%+38.4%+43.4%+17.4%+18.9%−15.4%21.8%$3.2B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: IXC 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $3.2B$23,813

IXC

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

IXCMeasureSCHD

+38.4%Year to dateJan 1 → Nov 5+32.3%

+43.4%1 yearTotal return+38.7%

+17.4%3 years · per year$10,000 became $16,169 · $17,414+20.3%

+18.9%5 years · per year$10,000 became $23,813 · $16,375+10.4%

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

2.75%Trailing 12-mo yield$275 · $298 a year on $10k2.98%

−15.4%Worst dropSmaller is better−6.9%

21.8%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 5, 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

46.3%in top 5

SCHD

in top 521.7%

IXCStockSCHD

18.2%XOMnot top 5

11.2%CVXnot top 5

7.7%SHEL.Lnot top 5

4.9%TTE.PAnot top 5

not top 5TXN4.7%

not top 5PG4.4%

4.3%COPnot top 5

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common14.2%

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

IXC vs SCHD Returns, Every Period

iSharesIXC

+18.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IXCSCHDFaded: behind in that period

3–1IXC wins

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

Sector vs Income: IXC vs SCHD

YTD

iSharesIXC

+38.4%

SCHDSchwab

+32.3%

+38.4%Year to date+32.3%

−15.4%Worst drop · 1Y−6.9%

21.8%Volatility · 1Y11.7%

2.7%Yield3.0%

$3.2BAssets$123B

3–1SCHD wins

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

Yields: IXC, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IXC2.75%$275

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IXC$275 − $37 = $238

KeptFee

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

Overlap: IXC, SCHD

Today

14.2%most shared, IXC and SCHD

IXCSCHD

IXC—14.2%

SCHD14.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+43.4%IXC, at 21.8% volatility

SCHDWorst drop−6.9%11.7% vol

IXCWorst drop−15.4%21.8% vol

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

Paid More vs Made More

YTD

SCHDIXC

+32.3%Year to date+38.4%

3.0%Yield2.7%

+38.7%Past year+43.4%

0.06%Fee0.37%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026