Compare · 2 funds side by side · dividends reinvested

SCHD and IDEF

SCHDSchwab×IDEFiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the two · RiskSmallest drop

SCHD and IDEF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.0

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−2.4%−3.8%[…][…]−23.7%24.4%$3.7B2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: SCHD 2011 · IDEF 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.7B[…]

IDEF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

IDEFMeasureSCHD

−2.4%

More Ways to See the Pairs

IDEF vs SCHD: Top 5 Holdings

Today

IDEF

24.7%in top 5

SCHD

in top 521.7%

IDEFStockSCHD

7.4%RTXnot top 5

5.2%LMTnot top 5

not top 5TXN4.6%

not top 5PG4.4%

4.4%GDnot top 5

Cost, Income and Risk

Fees: SCHD, IDEF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IDEF0.55%$55

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SCHD, IDEF

1Y

2.93%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+34.6%

−3.8%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

0.35%Trailing 12-mo yield$35 · $293 a year on $10k2.93%

−23.7%Worst dropSmaller is better−6.9%

24.4%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%NOCnot top 5

3.8%HO.PAnot top 5

Held in common2.9%

End-of-day Nov 11, 2026 · share of each fund

IDEF vs SCHD Returns, Every Period

1Y

iSharesIDEF

−3.8%

past year

SCHDSchwab

+39.3%

past year

IDEFSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs SCHD

YTD

iSharesIDEF

−2.4%

SCHDSchwab

+34.6%

−2.4%Year to date+34.6%

−23.7%Worst drop · 1Y−6.9%

24.4%Volatility · 1Y11.8%

0.4%Yield2.9%

$3.7BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.93%$293

IDEF0.35%$35

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHD, IDEF

Today

2.9%most shared, SCHD and IDEF

SCHDIDEF

SCHD—2.9%

IDEF2.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IDEFWorst drop−23.7%24.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIDEF

+34.6%Year to date−2.4%

2.9%Yield0.4%

+39.3%Past year−3.8%

0.06%Fee0.55%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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SCHD and IDEF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two