Compare · 3 funds side by side · dividends reinvested

SCHD, CPII and IWF

SCHDSchwab×CPIIAmerican Beacon×IWFiShares×

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

02 / 04

SCHD, CPII and IWF, 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%$122B1.5

American Beacon Ionic Inflation Protection ETFUS Stock Styles · Large cap0.70%4.16%+3.5%+3.1%+3.2%[…]−2.2%3.6%$11M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

Rank among the three1st → 3rdFee, 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 · CPII 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

CPII

American Beacon Ionic Inflation Protection ETF · $11M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureCPII

+33.2%Year to dateJan 1 → Nov 9+3.5%

+39.1%1 yearTotal return+3.1%

+19.6%3 years · per year$10,000 became $17,123 · $11,002+3.2%

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $70 a year on $10k · lower is better0.70%

2.96%Trailing 12-mo yield$296 · $416 a year on $10k4.16%

−6.9%Worst dropSmaller is better−2.2%

11.8%VolatilityLower is calmer3.6%

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

4–3SCHD 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 CPII: Top 5 Holdings

Today

SCHD

21.4%in top 5

CPII

in top 5[…]

SCHDStockCPII

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 CPII Returns, Every Period

SchwabSCHD

+39.1%

past year

CPIIAmerican Beacon

+3.1%

past year

SCHDCPIIFaded: behind in that period

3–0SCHD wins

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

Income vs Stocks: SCHD vs CPII

YTD

SchwabSCHD

+33.2%

CPIIAmerican Beacon

+3.5%

+33.2%Year to date+3.5%

−6.9%Worst drop · 1Y−2.2%

11.8%Volatility · 1Y3.6%

3.0%Yield4.2%

$122BAssets$11.3M

3–1CPII wins

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

Cost, Income and Risk

Fees: SCHD, CPII, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

CPII0.70%$70

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

Yields: SCHD, CPII, IWF

4.16%highest, CPII

FundTrailing yieldYield$10k

CPII4.16%$416

SCHD2.96%$296

IWF0.38%$38

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

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

KeptFee

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

Overlap: SCHD, CPII, IWF

Today

3.6%most shared, SCHD and IWF

SCHDCPIIIWF

SCHD—[…]3.6%

CPII[…]—[…]

IWF3.6%[…]—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

CPIIWorst drop−2.2%3.6% vol

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

CPIISCHD

+3.5%Year to date+33.2%

4.2%Yield3.0%

+3.1%Past year+39.1%

0.70%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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