Compare · 2 funds side by side · dividends reinvested

SCHD and STIP

SCHDSchwab×STIPiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SCHD and STIP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

iShares 0-5 Year TIPS Bond ETFBonds & Cash · Treasuries0.03%4.61%+2.0%+2.2%+5.0%+3.0%−1.4%1.7%$16.8B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · STIP 2010

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,375

SCHD

STIP

iShares 0-5 Year TIPS Bond ETF · $16.8B$11,568

$10,000 five years ago, dividends reinvested

SCHDMeasureSTIP

+32.3%Year to dateJan 1 → Nov 5+2.0%

+38.7%1 yearTotal return+2.2%

+20.3%3 years · per year$10,000 became $17,414 · $11,570+5.0%

+10.4%5 years · per year$10,000 became $16,375 · $11,568+3.0%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

2.98%Trailing 12-mo yield$298 · $461 a year on $10k4.61%

−6.9%Worst dropSmaller is better−1.4%

11.7%VolatilityLower is calmer1.7%

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

4–4Level

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

More Ways to See the Pairs

SCHD vs STIP: Top 5 Holdings

Today

SCHD

21.7%in top 5

STIP

in top 5[…]

SCHDStockSTIP

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SCHD vs STIP Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

STIPiShares

+3.0%

5 years, per year

SCHDSTIPFaded: behind in that period

4–0SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs STIP

YTD

SchwabSCHD

+32.3%

STIPiShares

+2.0%

+32.3%Year to date+2.0%

−6.9%Worst drop · 1Y−1.4%

11.7%Volatility · 1Y1.7%

3.0%Yield4.6%

$123BAssets$16.8B

3–1STIP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, STIP

Today

0.03%lowest, STIP

FundExpense ratioFee$10k

STIP0.03%$3

SCHD0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHD, STIP

4.61%highest, STIP

FundTrailing yieldYield$10k

STIP4.61%$461

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$458most kept, STIP

STIP$461 − $3 = $458

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHD, STIP

Today

[…]holdings […]

SCHDSTIP

SCHD—[…]

STIP[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

STIPWorst drop−1.4%1.7% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

STIPSCHD

+2.0%Year to date+32.3%

4.6%Yield3.0%

+2.2%Past year+38.7%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026