Compare · 2 funds side by side · dividends reinvested

IXG and SCHD

IXGiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,755IXG · best of the two

02 / 04

IXG 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%$121B1.3

iShares Global Financials ETFSectors · Financials0.38%2.10%+13.3%+21.0%+28.8%+13.4%−11.3%14.8%$702M1.8

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: IXG 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $702M$18,755

IXG

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

IXGMeasureSCHD

+13.3%Year to dateJan 1 → Nov 4+35.3%

+21.0%1 yearTotal return+41.6%

+28.8%3 years · per year$10,000 became $21,391 · $17,908+21.4%

+13.4%5 years · per year$10,000 became $18,755 · $16,881+11.0%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

2.10%Trailing 12-mo yield$210 · $291 a year on $10k2.91%

−11.3%Worst dropSmaller is better−6.9%

14.8%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

IXG vs SCHD: Top 5 Holdings

Today

IXG

22.5%in top 5

SCHD

in top 521.6%

IXGStockSCHD

6.7%BRK-Bnot top 5

5.8%JPMnot top 5

not top 5TXN4.8%

4.6%Vnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.4%MAnot top 5

2.1%BACnot top 5

Held in common1.7%

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

IXG vs SCHD Returns, Every Period

iSharesIXG

+13.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IXGSCHDFaded: behind in that period

2–2Level

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

Sector vs Income: IXG vs SCHD

YTD

iSharesIXG

+13.3%

SCHDSchwab

+35.3%

+13.3%Year to date+35.3%

−11.3%Worst drop · 1Y−6.9%

14.8%Volatility · 1Y11.5%

2.1%Yield2.9%

$702MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IXG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IXG0.38%$38

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

Yields: IXG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IXG2.10%$210

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IXG$210 − $38 = $172

KeptFee

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

Overlap: IXG, SCHD

Today

1.7%most shared, IXG and SCHD

IXGSCHD

IXG—1.7%

SCHD1.7%—

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

IXGWorst drop−11.3%14.8% vol

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

Paid More vs Made More

YTD

SCHDIXG

+35.3%Year to date+13.3%

2.9%Yield2.1%

+41.6%Past year+21.0%

0.06%Fee0.38%

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%

$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