Compare · 2 funds side by side · dividends reinvested

SCHB and IJH

SCHBSchwab×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 04

SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$42.9B1.5

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%$121B1.5

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: SCHB 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $42.9B$16,348

SCHB

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

SCHBMeasureIJH

+8.4%Year to dateJan 1 → Nov 5+9.5%

+9.8%1 yearTotal return+12.9%

+21.9%3 years · per year$10,000 became $18,100 · $15,806+16.5%

+10.3%5 years · per year$10,000 became $16,348 · $13,830+6.7%

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

1.09%Trailing 12-mo yield$109 · $126 a year on $10k1.26%

−8.9%Worst dropSmaller is better−8.8%

13.8%VolatilityLower is calmer15.5%

SCHBIJH 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

SCHB vs IJH: Top 5 Holdings

Today

SCHB

24.8%in top 5

IJH

in top 53.5%

SCHBStockIJH

6.9%AAPLnot top 5

6.5%NVDAnot top 5

5.6%MSFTnot top 5

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common4.7%

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

SCHB vs IJH Returns, Every Period

SchwabSCHB

+10.3%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SCHBIJHFaded: behind in that period

2–2Level

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

SCHB vs IJH

YTD

SchwabSCHB

+8.4%

IJHiShares

+9.5%

+8.4%Year to date+9.5%

−8.9%Worst drop · 1Y−8.8%

13.8%Volatility · 1Y15.5%

1.1%Yield1.3%

$42.9BAssets$121B

3–1IJH wins

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

Cost, Income and Risk

Fees: SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

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

Yields: SCHB, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

SCHB1.09%$109

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

SCHB$109 − $3 = $106

KeptFee

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

Overlap: SCHB, IJH

Today

4.7%most shared, SCHB and IJH

SCHBIJH

SCHB—4.7%

IJH4.7%—

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

Return vs Bumpiness: 2 ETFs

+12.9%IJH, at 15.5% volatility

SCHBWorst drop−8.9%13.8% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

IJHSCHB

+9.5%Year to date+8.4%

1.3%Yield1.1%

+12.9%Past year+9.8%

0.05%Fee0.03%

3–1IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026