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$16,459SCHD · 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%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$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 9, 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$16,459

SCHD

SSCP

SMART Small Cap ETF · $14M[…]

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

SCHDMeasureSSCP

+33.2%Year to dateJan 1 → Nov 9[…]

+39.1%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $79 a year on $10k · lower is better0.79%

2.96%Trailing 12-mo yield$296 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better[…]

11.8%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 9, 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 537.0%

SCHDStockSSCP

not top 5QNST8.6%

not top 5VIA8.0%

not top 5MAX7.1%

not top 5GCT7.1%

not top 5PAYS6.3%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common0.0%

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

SCHD vs SSCP Returns, Every Period

SchwabSCHD

+39.1%

past year

SSCPSmart

[…]

past year

Returns […]

SCHDSSCPFaded: behind in that period

0–0Level

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

Income vs Stocks: SCHD vs IJH

YTD

SchwabSCHD

+33.2%

IJHiShares

+13.6%

+33.2%Year to date+13.6%

−6.9%Worst drop · 1Y−8.8%

11.8%Volatility · 1Y15.8%

3.0%Yield1.2%

$120BAssets$121B

4–0SCHD wins

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

Yields: SCHD, SSCP, IJH

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IJH1.21%$121

SSCP0.00%$0

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IJH$121 − $5 = $116

SSCP$0 − $79 = −$79

KeptFee

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IJHWorst drop−8.8%15.8% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDIJH

+33.2%Year to date+13.6%

3.0%Yield1.2%

+39.1%Past year+17.5%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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