Compare · 2 funds side by side · dividends reinvested

SCHM and IJH

SCHMSchwab×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,303IJH · best of the two

02 / 04

SCHM and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.26%+18.1%+20.7%+20.5%+7.1%−9.3%16.4%$14.9B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SCHM 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Mid-Cap ETF · $14.9B$14,059

SCHM

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 57.5% in common

SCHMMeasureIJH

+18.1%Year to dateJan 1 → Nov 3+13.2%

+20.7%1 yearTotal return+15.7%

+20.5%3 years · per year$10,000 became $17,507 · $16,625+18.5%

+7.1%5 years · per year$10,000 became $14,059 · $14,303+7.4%

0.03%Expense ratio$3 · $5 a year on $10k · lower is better0.05%

1.26%Trailing 12-mo yield$126 · $122 a year on $10k1.22%

−9.3%Worst dropSmaller is better−8.8%

16.4%VolatilityLower is calmer15.0%

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

5–3SCHM wins

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

More Ways to See the Pairs

SCHM vs IJH: Top 5 Holdings

Today

SCHM

2.5%in top 5

IJH

in top 53.9%

SCHMStockIJH

0.6%OKTA1.0%

not top 5FTI0.8%

0.5%UTHR0.7%

0.5%ENTG0.7%

not top 5ATI0.7%

0.5%OMCnot top 5

0.5%GHnot top 5

Held in common57.5%

End-of-day Nov 3, 2026 · share of each fund

SCHM vs IJH Returns, Every Period

SchwabSCHM

+7.1%

5 years, per year

IJHiShares

+7.4%

5 years, per year

SCHMIJHFaded: behind in that period

3–1SCHM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHM vs IJH

YTD

SchwabSCHM

+18.1%

IJHiShares

+13.2%

+18.1%Year to date+13.2%

−9.3%Worst drop · 1Y−8.8%

16.4%Volatility · 1Y15.0%

1.3%Yield1.2%

$14.9BAssets$125B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHM, IJH

Today

0.03%lowest, SCHM

FundExpense ratioFee$10k

SCHM0.03%$3

IJH0.05%$5

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCHM, IJH

1.26%highest, SCHM

FundTrailing yieldYield$10k

SCHM1.26%$126

IJH1.22%$122

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, SCHM

SCHM$126 − $3 = $123

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCHM, IJH

Today

57.5%most shared, SCHM and IJH

SCHMIJH

SCHM—57.5%

IJH57.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.7%SCHM, at 16.4% volatility

IJHWorst drop−8.8%15.0% vol

SCHMWorst drop−9.3%16.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHMIJH

+18.1%Year to date+13.2%

1.3%Yield1.2%

+20.7%Past year+15.7%

0.03%Fee0.05%

4–0SCHM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026