Compare · 2 funds side by side · dividends reinvested

SCHB and SCDS

SCHBSchwab×SCDSJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

SCHB and SCDS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.4

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.09%+23.3%+25.1%[…][…]−9.7%17.3%$9M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCHB 2009 · SCDS 2024

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.0B$17,270

SCHB

SCDS

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

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

SCHBMeasureSCDS

+13.3%Year to dateJan 1 → Nov 4+23.3%

+13.3%1 yearTotal return+25.1%

+24.0%3 years · per year$10,000 became $19,056 · […][…]

+11.5%5 years · per year$10,000 became $17,270 · […][…]

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

1.04%Trailing 12-mo yield$104 · $109 a year on $10k1.09%

−8.9%Worst dropSmaller is better−9.7%

13.1%VolatilityLower is calmer17.3%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHB vs SCDS: Top 5 Holdings

Today

SCHB

24.4%in top 5

SCDS

in top 54.9%

SCHBStockSCDS

6.8%NVDAnot top 5

6.6%AAPLnot top 5

5.3%MSFTnot top 5

3.4%AMZNnot top 5

2.2%GOOGLnot top 5

not top 5RHP1.1%

not top 5LTH1.0%

not top 5WSFS0.9%

not top 5TWST0.9%

not top 5MOG-A0.9%

Held in common1.7%

End-of-day Nov 4, 2026 · share of each fund

SCHB vs SCDS Returns, Every Period

SchwabSCHB

+13.3%

past year

SCDSJ.P. Morgan

+25.1%

past year

SCHBSCDSFaded: behind in that period

0–2SCDS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHB vs SCDS

YTD

SchwabSCHB

+13.3%

SCDSJ.P. Morgan

+23.3%

+13.3%Year to date+23.3%

−8.9%Worst drop · 1Y−9.7%

13.1%Volatility · 1Y17.3%

1.0%Yield1.1%

$44.0BAssets$9.4M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHB, SCDS

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

SCDS0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHB, SCDS

1.09%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.09%$109

SCHB1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

SCDS$109 − $40 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHB, SCDS

Today

1.7%most shared, SCHB and SCDS

SCHBSCDS

SCHB—1.7%

SCDS1.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.1%SCDS, at 17.3% volatility

SCHBWorst drop−8.9%13.1% vol

SCDSWorst drop−9.7%17.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCDSSCHB

+23.3%Year to date+13.3%

1.1%Yield1.0%

+25.1%Past year+13.3%

0.40%Fee0.03%

3–1SCDS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026