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$18,027IXG · 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%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

iShares Global Financials ETFSectors · Financials0.38%2.18%+9.2%+15.9%+26.7%+12.5%−11.3%15.1%$703M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: IXG 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Financials ETF · $703M$18,027

IXG

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

IXGMeasureSCHD

+9.2%Year to dateJan 1 → Nov 6+31.4%

+15.9%1 yearTotal return+37.0%

+26.7%3 years · per year$10,000 became $20,358 · $17,266+20.0%

+12.5%5 years · per year$10,000 became $18,027 · $16,267+10.2%

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

2.18%Trailing 12-mo yield$218 · $300 a year on $10k3.00%

−11.3%Worst dropSmaller is better−6.9%

15.1%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 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

22.4%in top 5

SCHD

in top 521.4%

IXGStockSCHD

6.8%BRK-Bnot top 5

5.7%JPMnot top 5

4.6%Vnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.4%MAnot top 5

2.1%BACnot top 5

Held in common1.7%

End-of-day Nov 6, 2026 · share of each fund

IXG vs SCHD Returns, Every Period

iSharesIXG

+12.5%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IXGSCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: IXG vs SCHD

YTD

iSharesIXG

+9.2%

SCHDSchwab

+31.4%

+9.2%Year to date+31.4%

−11.3%Worst drop · 1Y−6.9%

15.1%Volatility · 1Y11.7%

2.2%Yield3.0%

$703MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: IXG, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IXG2.18%$218

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IXG$218 − $38 = $180

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IXGWorst drop−11.3%15.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIXG

+31.4%Year to date+9.2%

3.0%Yield2.2%

+37.0%Past year+15.9%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026