Compare · 2 funds side by side · dividends reinvested

SCHD and LEMB

SCHDSchwab×LEMBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SCHD and LEMB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

iShares J.P. Morgan EM Local Currency Bond ETFBonds & Cash · Other bonds0.30%2.39%+2.0%+4.8%+8.0%+2.0%−6.0%6.5%$782M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · LEMB 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares J.P. Morgan EM Local Currency Bond ETF · $782M$11,053

LEMB

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested

LEMBMeasureSCHD

+2.0%Year to dateJan 1 → Nov 9+33.2%

+4.8%1 yearTotal return+39.1%

+8.0%3 years · per year$10,000 became $12,581 · $17,123+19.6%

+2.0%5 years · per year$10,000 became $11,053 · $16,459+10.5%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

2.39%Trailing 12-mo yield$239 · $296 a year on $10k2.96%

−6.0%Worst dropSmaller is better−6.9%

6.5%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LEMB vs SCHD: Top 5 Holdings

Today

LEMB

[…]in top 5

SCHD

in top 521.4%

LEMBStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

LEMB vs SCHD Returns, Every Period

iSharesLEMB

+2.0%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

LEMBSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: LEMB vs SCHD

YTD

iSharesLEMB

+2.0%

SCHDSchwab

+33.2%

+2.0%Year to date+33.2%

−6.0%Worst drop · 1Y−6.9%

6.5%Volatility · 1Y11.8%

2.4%Yield3.0%

$782MAssets$120B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, LEMB

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LEMB0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, LEMB

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

LEMB2.39%$239

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

LEMB$239 − $30 = $209

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, LEMB

Today

[…]holdings […]

SCHDLEMB

SCHD—[…]

LEMB[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

LEMBWorst drop−6.0%6.5% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDLEMB

+33.2%Year to date+2.0%

3.0%Yield2.4%

+39.1%Past year+4.8%

0.06%Fee0.30%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026