Compare · 2 funds side by side · dividends reinvested

SCHD and CMF

SCHDSchwab×CMFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SCHD and CMF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.4

iShares California Muni Bond ETFBonds & Cash · Municipal0.08%3.02%+0.4%+1.0%+4.0%+0.7%−6.5%3.6%$5.5B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · CMF 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

CMF

iShares California Muni Bond ETF · $5.5B$10,336

$10,000 five years ago, dividends reinvested

SCHDMeasureCMF

+33.2%Year to dateJan 1 → Nov 9+0.4%

+39.1%1 yearTotal return+1.0%

+19.6%3 years · per year$10,000 became $17,123 · $11,247+4.0%

+10.5%5 years · per year$10,000 became $16,459 · $10,336+0.7%

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

2.96%Trailing 12-mo yield$296 · $302 a year on $10k3.02%

−6.9%Worst dropSmaller is better−6.5%

11.8%VolatilityLower is calmer3.6%

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

5–3SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs CMF: Top 5 Holdings

Today

SCHD

21.4%in top 5

CMF

in top 5[…]

SCHDStockCMF

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SCHD vs CMF Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

CMFiShares

+0.7%

5 years, per year

SCHDCMFFaded: behind in that period

4–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs CMF

YTD

SchwabSCHD

+33.2%

CMFiShares

+0.4%

+33.2%Year to date+0.4%

−6.9%Worst drop · 1Y−6.5%

11.8%Volatility · 1Y3.6%

3.0%Yield3.0%

$122BAssets$5.5B

2–1CMF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, CMF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CMF0.08%$8

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, CMF

3.02%highest, CMF

FundTrailing yieldYield$10k

CMF3.02%$302

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, CMF

CMF$302 − $8 = $294

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, CMF

Today

[…]holdings […]

SCHDCMF

SCHD—[…]

CMF[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

CMFWorst drop−6.5%3.6% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CMFSCHD

+0.4%Year to date+33.2%

3.0%Yield3.0%

+1.0%Past year+39.1%

0.08%Fee0.06%

3–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026