Compare · 2 funds side by side · dividends reinvested

SCHD and IJH

SCHDSchwab×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

SCHDMeasureIJH

+32.3%Year to dateJan 1 → Nov 5+9.5%

+38.7%1 yearTotal return+12.9%

+20.3%3 years · per year$10,000 became $17,414 · $15,806+16.5%

+10.4%5 years · per year$10,000 became $16,375 · $13,830+6.7%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

2.98%Trailing 12-mo yield$298 · $126 a year on $10k1.26%

−6.9%Worst dropSmaller is better−8.8%

11.7%VolatilityLower is calmer15.5%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs IJH: Top 5 Holdings

Today

SCHD

21.7%in top 5

IJH

in top 53.5%

SCHDStockIJH

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common3.5%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs IJH Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

IJHiShares

+6.7%

5 years, per year

SCHDIJHFaded: behind in that period

4–0SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs IJH

YTD

SchwabSCHD

+32.3%

IJHiShares

+9.5%

+32.3%Year to date+9.5%

−6.9%Worst drop · 1Y−8.8%

11.7%Volatility · 1Y15.5%

3.0%Yield1.3%

$120BAssets$121B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHD, IJH

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IJH1.26%$126

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHD, IJH

Today

3.5%most shared, SCHD and IJH

SCHDIJH

SCHD—3.5%

IJH3.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJH

+32.3%Year to date+9.5%

3.0%Yield1.3%

+38.7%Past year+12.9%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026