Compare · 3 funds side by side · dividends reinvested

SCHD, IJS and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

SCHD, IJS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.6

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.6%+22.7%+16.2%+6.4%−9.3%16.3%$7.7B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SCHD 2011 · IJS 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,428

SCHD

IJS

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,634

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

SCHDMeasure

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SCHD vs IJS: Top 5 Holdings

Today

SCHD

21.4%in top 5

IJS

in top 54.7%

SCHDStockIJS

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

Cost, Income and Risk

Fees: SCHD, IJS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHD0.06%$6

IJS0.18%$18

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

Yields: SCHD, IJS, VTV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IJS

+33.8%Year to dateJan 1 → Nov 10+18.6%

+38.8%1 yearTotal return+22.7%

+19.5%3 years · per year$10,000 became $17,062 · $15,675+16.2%

+10.4%5 years · per year$10,000 became $16,428 · $13,634+6.4%

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

2.94%Trailing 12-mo yield$294 · $139 a year on $10k1.39%

−6.9%Worst dropSmaller is better−9.3%

11.8%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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PAYC1.0%

not top 5VSXY1.0%

not top 5MTCH1.0%

not top 5JXN0.9%

not top 5EPAM0.9%

Held in common1.1%

End-of-day Nov 10, 2026 · share of each fund

SCHD vs IJS Returns, Every Period

5Y

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 10, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs VTV

YTD

SchwabSCHD

+33.8%

VTVVanguard

+21.0%

+33.8%Year to date+21.0%

−6.9%Worst drop · 1Y−6.4%

11.8%Volatility · 1Y10.8%

2.9%Yield1.8%

$123BAssets$184B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VTV1.83%$183

IJS1.39%$139

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VTV$183 − $3 = $180

IJS$139 − $18 = $121

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SCHD, IJS, VTV

Today

17.9%most shared, SCHD and VTV

SCHDIJSVTV

SCHD—1.1%17.9%

IJS1.1%—0.0%

VTV17.9%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHDWorst drop−6.9%11.8% vol

IJSWorst drop−9.3%16.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVTV

+33.8%Year to date+21.0%

2.9%Yield1.8%

+38.8%Past year+24.8%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SCHD, IJS and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three