Compare · 2 funds side by side · dividends reinvested

SCHD and ILS

SCHDSchwab×ILSBrookmont×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

SCHD and ILS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Brookmont Catastrophic Bond ETFBonds & Cash · Other bonds2.65%7.98%+8.1%+9.2%[…][…]−1.8%4.3%$126M1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · ILS 2025

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

ILS

Brookmont Catastrophic Bond ETF · $126M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureILS

+31.4%Year to dateJan 1 → Nov 6+8.1%

+37.0%1 yearTotal return+9.2%

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $265 a year on $10k · lower is better2.65%

3.00%Trailing 12-mo yield$300 · $798 a year on $10k7.98%

−6.9%Worst dropSmaller is better−1.8%

11.7%VolatilityLower is calmer4.3%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs ILS: Top 5 Holdings

Today

SCHD

21.4%in top 5

ILS

in top 5[…]

SCHDStockILS

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SCHD vs ILS Returns, Every Period

SchwabSCHD

+37.0%

past year

ILSBrookmont

+9.2%

past year

SCHDILSFaded: behind in that period

2–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs ILS

YTD

SchwabSCHD

+31.4%

ILSBrookmont

+8.1%

+31.4%Year to date+8.1%

−6.9%Worst drop · 1Y−1.8%

11.7%Volatility · 1Y4.3%

3.0%Yield8.0%

$120BAssets$126M

3–1ILS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, ILS

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ILS2.65%$265

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, ILS

7.98%highest, ILS

FundTrailing yieldYield$10k

ILS7.98%$798

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$533most kept, ILS

ILS$798 − $265 = $533

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, ILS

Today

[…]holdings […]

SCHDILS

SCHD—[…]

ILS[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

ILSWorst drop−1.8%4.3% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ILSSCHD

+8.1%Year to date+31.4%

8.0%Yield3.0%

+9.2%Past year+37.0%

2.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026