Compare · 3 funds side by side · dividends reinvested

SCHD, SSCP and IJH

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

02 / 04

SCHD, SSCP and IJH, 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 Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M3.0

Rank among the three1st → 3rdFee, 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 · SSCP 2026 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SSCP

SMART Small Cap ETF · $14M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureSSCP

+31.4%Year to dateJan 1 → Nov 6[…]

+37.0%1 yearTotal return[…]

+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 · $79 a year on $10k · lower is better0.79%

3.00%Trailing 12-mo yield$300 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–0SCHD 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 SSCP: Top 5 Holdings

Today

SCHD

21.4%in top 5

SSCP

in top 536.5%

SCHDStockSSCP

not top 5QNST8.2%

not top 5VIA7.8%

not top 5GCT7.4%

not top 5MAX7.0%

not top 5PAYS6.0%

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 common0.0%

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

SCHD vs SSCP Returns, Every Period

SchwabSCHD

+37.0%

past year

SSCPSmart

[…]

past year

Returns […]

SCHDSSCPFaded: behind in that period

0–0Level

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

Income vs Stocks: SCHD vs IJH

YTD

SchwabSCHD

+31.4%

IJHiShares

+9.5%

+31.4%Year to date+9.5%

−6.9%Worst drop · 1Y−8.8%

11.7%Volatility · 1Y15.5%

3.0%Yield1.3%

$120BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SSCP, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

SSCP0.79%$79

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

Yields: SCHD, SSCP, IJH

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IJH1.26%$126

SSCP0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IJH$126 − $5 = $121

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: SCHD, SSCP, IJH

Today

3.5%most shared, SCHD and IJH

SCHDSSCPIJH

SCHD—0.0%3.5%

SSCP0.0%—0.0%

IJH3.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IJHWorst drop−8.8%15.5% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDIJH

+31.4%Year to date+9.5%

3.0%Yield1.3%

+37.0%Past year+12.9%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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