Compare · 2 funds side by side · dividends reinvested

SCHD and SMLF

SCHDSchwab×SMLFiShares×

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 SMLF, 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%$120B1.1

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.1B1.9

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 · SMLF 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.1B$15,772

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SCHDMeasureSMLF

+31.4%Year to dateJan 1 → Nov 6+12.3%

+37.0%1 yearTotal return+13.5%

+20.0%3 years · per year$10,000 became $17,266 · $17,680+20.9%

+10.2%5 years · per year$10,000 became $16,267 · $15,772+9.5%

0.06%Expense ratio$6 · $15 a year on $10k · lower is better0.15%

3.00%Trailing 12-mo yield$300 · $102 a year on $10k1.02%

−6.9%Worst dropSmaller is better−8.7%

11.7%VolatilityLower is calmer17.3%

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

7–1SCHD wins

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 SMLF: Top 5 Holdings

Today

SCHD

21.4%in top 5

SMLF

in top 53.3%

SCHDStockSMLF

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

not top 5EME0.7%

not top 5WSM0.7%

not top 5TPR0.6%

not top 5RS0.6%

not top 5JBL0.6%

Held in common2.7%

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

SCHD vs SMLF Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

SMLFiShares

+9.5%

5 years, per year

SCHDSMLFFaded: behind in that period

3–1SCHD wins

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

Income vs Stocks: SCHD vs SMLF

YTD

SchwabSCHD

+31.4%

SMLFiShares

+12.3%

+31.4%Year to date+12.3%

−6.9%Worst drop · 1Y−8.7%

11.7%Volatility · 1Y17.3%

3.0%Yield1.0%

$120BAssets$4.1B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SMLF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMLF0.15%$15

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

Yields: SCHD, SMLF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SMLF1.02%$102

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SMLF$102 − $15 = $87

KeptFee

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

Overlap: SCHD, SMLF

Today

2.7%most shared, SCHD and SMLF

SCHDSMLF

SCHD—2.7%

SMLF2.7%—

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

SCHDWorst drop−6.9%11.7% vol

SMLFWorst drop−8.7%17.3% vol

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

Paid More vs Made More

YTD

SCHDSMLF

+31.4%Year to date+12.3%

3.0%Yield1.0%

+37.0%Past year+13.5%

0.06%Fee0.15%

4–0SCHD 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