Compare · 2 funds side by side · dividends reinvested

SCHA and IJH

SCHASchwab×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

SCHA and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.15%+13.7%+18.2%+20.0%+5.7%−11.2%19.1%$22.4B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.5

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: SCHA 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $22.4B$13,171

SCHA

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 31.8% in common

SCHAMeasureIJH

+13.7%Year to dateJan 1 → Nov 5+9.5%

+18.2%1 yearTotal return+12.9%

+20.0%3 years · per year$10,000 became $17,285 · $15,806+16.5%

+5.7%5 years · per year$10,000 became $13,171 · $13,830+6.7%

0.03%Expense ratio$3 · $5 a year on $10k · lower is better0.05%

1.15%Trailing 12-mo yield$115 · $126 a year on $10k1.26%

−11.2%Worst dropSmaller is better−8.8%

19.1%VolatilityLower is calmer15.5%

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

4–4Level

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

More Ways to See the Pairs

SCHA vs IJH: Top 5 Holdings

Today

SCHA

1.6%in top 5

IJH

in top 53.5%

SCHAStockIJH

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

0.4%HALOnot top 5

0.3%GKOSnot top 5

0.3%Wnot top 5

0.3%BMNRnot top 5

0.3%AHRnot top 5

Held in common31.8%

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

SCHA vs IJH Returns, Every Period

SchwabSCHA

+5.7%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SCHAIJHFaded: behind in that period

3–1SCHA wins

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

SCHA vs IJH

YTD

SchwabSCHA

+13.7%

IJHiShares

+9.5%

+13.7%Year to date+9.5%

−11.2%Worst drop · 1Y−8.8%

19.1%Volatility · 1Y15.5%

1.1%Yield1.3%

$22.4BAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: SCHA, IJH

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

IJH0.05%$5

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

Yields: SCHA, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

SCHA1.15%$115

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SCHA$115 − $3 = $112

KeptFee

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

Overlap: SCHA, IJH

Today

31.8%most shared, SCHA and IJH

SCHAIJH

SCHA—31.8%

IJH31.8%—

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

Return vs Bumpiness: 2 ETFs

+18.2%SCHA, at 19.1% volatility

IJHWorst drop−8.8%15.5% vol

SCHAWorst drop−11.2%19.1% vol

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

Paid More vs Made More

YTD

IJHSCHA

+9.5%Year to date+13.7%

1.3%Yield1.1%

+12.9%Past year+18.2%

0.05%Fee0.03%

3–1SCHA wins

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