Compare · 3 funds side by side · dividends reinvested

SCHD, IJS and IWF

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

02 / 04

SCHD, IJS and IWF, 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%$120B1.0

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+16.2%+21.7%+18.0%+6.4%−9.3%16.3%$7.6B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6

Rank among the three1st → 3rdFee, 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 · IJS 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

IJS

iShares S&P Small-Cap 600 Value ETF · $7.6B$13,664

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

SCHDMeasureIJS

+32.3%Year to dateJan 1 → Nov 5+16.2%

+38.7%1 yearTotal return+21.7%

+20.3%3 years · per year$10,000 became $17,414 · $16,426+18.0%

+10.4%5 years · per year$10,000 became $16,375 · $13,664+6.4%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

2.98%Trailing 12-mo yield$298 · $142 a year on $10k1.42%

−6.9%Worst dropSmaller is better−9.3%

11.7%VolatilityLower is calmer16.3%

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

8–0SCHD 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 IJS: Top 5 Holdings

Today

SCHD

21.7%in top 5

IJS

in top 54.7%

SCHDStockIJS

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 5PAYC1.1%

not top 5MTCH1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

not top 5POOL0.8%

Held in common1.1%

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

SCHD vs IJS Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

IJSiShares

+6.4%

5 years, per year

SCHDIJSFaded: 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 IJS

YTD

SchwabSCHD

+32.3%

IJSiShares

+16.2%

+32.3%Year to date+16.2%

−6.9%Worst drop · 1Y−9.3%

11.7%Volatility · 1Y16.3%

3.0%Yield1.4%

$120BAssets$7.6B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, IJS, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IJS0.18%$18

IWF0.18%$18

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

Yields: SCHD, IJS, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IJS1.42%$142

IWF0.39%$39

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IJS$142 − $18 = $124

IWF$39 − $18 = $21

KeptFee

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

Overlap: SCHD, IJS, IWF

Today

3.6%most shared, SCHD and IWF

SCHDIJSIWF

SCHD—1.1%3.6%

IJS1.1%—0.0%

IWF3.6%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IJSWorst drop−9.3%16.3% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SCHDIJS

+32.3%Year to date+16.2%

3.0%Yield1.4%

+38.7%Past year+21.7%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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