Compare · 2 funds side by side · dividends reinvested

SCHD and IBGA

SCHDSchwab×IBGAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,454SCHD · best of the two

02 / 04

SCHD and IBGA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

iShares iBonds Dec 2044 Term Treasury ETFBonds & Cash · Treasuries0.07%4.88%−1.7%−2.8%[…][…]−10.5%8.3%$77M1.7

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 · IBGA 2024

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,454

SCHD

IBGA

iShares iBonds Dec 2044 Term Treasury ETF · $77M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureIBGA

+33.1%Year to dateJan 1 → Nov 9−1.7%

+39.1%1 yearTotal return−2.8%

+19.6%3 years · per year$10,000 became $17,118 · […][…]

+10.5%5 years · per year$10,000 became $16,454 · […][…]

0.06%Expense ratio$6 · $7 a year on $10k · lower is better0.07%

2.96%Trailing 12-mo yield$296 · $488 a year on $10k4.88%

−6.9%Worst dropSmaller is better−10.5%

11.8%VolatilityLower is calmer8.3%

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

4–2SCHD 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 IBGA: Top 5 Holdings

Today

SCHD

21.4%in top 5

IBGA

in top 5[…]

SCHDStockIBGA

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

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

SCHD vs IBGA Returns, Every Period

SchwabSCHD

+39.1%

past year

IBGAiShares

−2.8%

past year

SCHDIBGAFaded: behind in that period

2–0SCHD wins

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

Income vs Bonds: SCHD vs IBGA

YTD

SchwabSCHD

+33.1%

IBGAiShares

−1.7%

+33.1%Year to date−1.7%

−6.9%Worst drop · 1Y−10.5%

11.8%Volatility · 1Y8.3%

3.0%Yield4.9%

$120BAssets$77.0M

2–2level

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

Cost, Income and Risk

Fees: SCHD, IBGA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBGA0.07%$7

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

Yields: SCHD, IBGA

4.88%highest, IBGA

FundTrailing yieldYield$10k

IBGA4.88%$488

SCHD2.96%$296

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

Income After Fees on $10,000

$481most kept, IBGA

IBGA$488 − $7 = $481

SCHD$296 − $6 = $290

KeptFee

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

Overlap: SCHD, IBGA

Today

[…]holdings […]

SCHDIBGA

SCHD—[…]

IBGA[…]—

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

IBGAWorst drop−10.5%8.3% 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

IBGASCHD

−1.7%Year to date+33.1%

4.9%Yield3.0%

−2.8%Past year+39.1%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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