Compare · 2 funds side by side · dividends reinvested

IYR and SCHD

IYRiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

IYR 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%$123B1.0

iShares U.S. Real Estate ETFSectors · Real estate0.37%2.29%+12.5%+12.7%+14.8%+1.6%−11.8%14.3%$4.1B2.0

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: IYR 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Real Estate ETF · $4.1B$10,515

IYR

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IYRMeasureSCHD

+12.5%Year to dateJan 1 → Nov 5+35.3%

+12.7%1 yearTotal return+41.6%

+14.8%3 years · per year$10,000 became $15,132 · $17,908+21.4%

+1.6%5 years · per year$10,000 became $10,823 · $16,881+11.0%

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

2.29%Trailing 12-mo yield$229 · $291 a year on $10k2.91%

−11.8%Worst dropSmaller is better−6.9%

14.3%VolatilityLower is calmer11.5%

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

0–8SCHD wins

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

More Ways to See the Pairs

IYR vs SCHD: Top 5 Holdings

Today

IYR

33.1%in top 5

SCHD

in top 521.7%

IYRStockSCHD

10.2%WELLnot top 5

8.6%PLDnot top 5

5.0%AMTnot top 5

4.8%SPGnot top 5

not top 5TXN4.7%

4.6%EQIXnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

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

IYR vs SCHD Returns, Every Period

iSharesIYR

+1.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IYRSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: IYR vs SCHD

YTD

iSharesIYR

+12.5%

SCHDSchwab

+35.3%

+12.5%Year to date+35.3%

−11.8%Worst drop · 1Y−6.9%

14.3%Volatility · 1Y11.5%

2.3%Yield2.9%

$4.1BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IYR0.37%$37

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

Yields: IYR, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IYR2.29%$229

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IYR$229 − $37 = $192

KeptFee

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

Overlap: IYR, SCHD

Today

0.0%most shared, IYR and SCHD

IYRSCHD

IYR—0.0%

SCHD0.0%—

End-of-day Nov 5, 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

IYRWorst drop−11.8%14.3% vol

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

Paid More vs Made More

YTD

SCHDIYR

+35.3%Year to date+12.5%

2.9%Yield2.3%

+41.6%Past year+12.7%

0.06%Fee0.37%

4–0SCHD wins

End-of-day Nov 5, 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 5, 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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026