Compare · 3 funds side by side · dividends reinvested

SCHD, IJS and VUG

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 VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.37%+20.2%+24.4%+19.7%+7.5%−9.3%15.9%$7.8B2.4

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,375

SCHD

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,664

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

SCHDMeasureIJS

+35.3%Year to dateJan 1 → Nov 5+20.2%

+41.6%1 yearTotal return+24.4%

+21.4%3 years · per year$10,000 became $17,908 · $17,153+19.7%

+11.0%5 years · per year$10,000 became $16,881 · $14,359+7.5%

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

2.91%Trailing 12-mo yield$291 · $137 a year on $10k1.37%

−6.9%Worst dropSmaller is better−9.3%

11.5%VolatilityLower is calmer15.9%

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

+11.0%

5 years, per year

IJSiShares

+7.5%

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

+35.3%

IJSiShares

+20.2%

+35.3%Year to date+20.2%

−6.9%Worst drop · 1Y−9.3%

11.5%Volatility · 1Y15.9%

2.9%Yield1.4%

$123BAssets$7.8B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, IJS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IJS0.18%$18

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

Yields: SCHD, IJS, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IJS1.37%$137

VUG0.40%$40

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IJS$137 − $18 = $119

VUG$40 − $3 = $37

KeptFee

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

Overlap: SCHD, IJS, VUG

Today

1.1%most shared, SCHD and IJS

SCHDIJSVUG

SCHD—1.1%0.8%

IJS1.1%—0.0%

VUG0.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

IJSWorst drop−9.3%15.9% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SCHDIJS

+35.3%Year to date+20.2%

2.9%Yield1.4%

+41.6%Past year+24.4%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026