Compare · 2 funds side by side · dividends reinvested

JXI and SCHD

JXIiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

JXI 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%$120B1.0

iShares Global Utilities ETFSectors · Utilities0.37%2.47%+6.7%+6.1%+18.0%+9.3%−12.9%13.8%$348M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: JXI 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Utilities ETF · $348M$15,578

JXI

SCHD

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

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

JXIMeasureSCHD

+6.7%Year to dateJan 1 → Nov 6+31.4%

+6.1%1 yearTotal return+37.0%

+18.0%3 years · per year$10,000 became $16,434 · $17,266+20.0%

+9.3%5 years · per year$10,000 became $15,578 · $16,267+10.2%

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

2.47%Trailing 12-mo yield$247 · $300 a year on $10k3.00%

−12.9%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JXI vs SCHD: Top 5 Holdings

Today

JXI

28.3%in top 5

SCHD

in top 521.4%

JXIStockSCHD

8.2%NEEnot top 5

6.9%IBE.MCnot top 5

4.8%SOnot top 5

4.5%DUKnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.9%NG.Lnot top 5

Held in common0.0%

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

JXI vs SCHD Returns, Every Period

iSharesJXI

+9.3%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

JXISCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: JXI vs SCHD

YTD

iSharesJXI

+6.7%

SCHDSchwab

+31.4%

+6.7%Year to date+31.4%

−12.9%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.7%

2.5%Yield3.0%

$348MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JXI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JXI0.37%$37

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

Yields: JXI, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

JXI2.47%$247

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

JXI$247 − $37 = $210

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JXI, SCHD

Today

0.0%most shared, JXI and SCHD

JXISCHD

JXI—0.0%

SCHD0.0%—

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

JXIWorst drop−12.9%13.8% vol

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

Paid More vs Made More

YTD

SCHDJXI

+31.4%Year to date+6.7%

3.0%Yield2.5%

+37.0%Past year+6.1%

0.06%Fee0.37%

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