Compare · 3 funds side by side · dividends reinvested

SCHD, SIMS and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

SCHD, SIMS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.0

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.55%+8.2%−1.6%+15.2%−0.4%−13.3%22.7%$8M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: SCHD 2011 · SIMS 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,418

SCHD

SIMS

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,794

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SCHD

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SCHD vs SIMS: Top 5 Holdings

Today

SCHD

21.7%in top 5

SIMS

in top 518.8%

SCHDStockSIMS

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCHD, SIMS, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

SIMS0.45%$45

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SCHD, SIMS, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SIMS

+34.6%Year to dateJan 1 → Nov 11+8.2%

+39.3%1 yearTotal return−1.6%

+19.9%3 years · per year$10,000 became $17,234 · $15,298+15.2%

+10.4%5 years · per year$10,000 became $16,418 · $9,794−0.4%

0.06%Expense ratio$6 · $45 a year on $10k · lower is better0.45%

2.93%Trailing 12-mo yield$293 · $55 a year on $10k0.55%

−6.9%Worst dropSmaller is better−13.3%

11.8%VolatilityLower is calmer22.7%

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

8–0SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TTEK4.0%

not top 5ADT3.9%

not top 5VLTO3.8%

not top 5ALRM3.8%

not top 5ITRI3.3%

Held in common0.1%

End-of-day Nov 11, 2026 · share of each fund

SCHD vs SIMS Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

SIMSSPDR

−0.4%

5 years, per year

SCHDSIMSFaded: behind in that period

4–0SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs SIMS

YTD

SchwabSCHD

+34.6%

SIMSSPDR

+8.2%

+34.6%Year to date+8.2%

−6.9%Worst drop · 1Y−13.3%

11.8%Volatility · 1Y22.7%

2.9%Yield0.6%

$123BAssets$8.1M

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SIMS0.55%$55

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IWF$37 − $18 = $19

SIMS$55 − $45 = $10

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHD, SIMS, IWF

Today

3.7%most shared, SCHD and IWF

SCHDSIMSIWF

SCHD—0.1%3.7%

SIMS0.1%—2.9%

IWF3.7%2.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.6% vol

SIMSWorst drop−13.3%22.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSIMS

+34.6%Year to date+8.2%

2.9%Yield0.6%

+39.3%Past year−1.6%

0.06%Fee0.45%

4–0SCHD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SCHD, SIMS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three