Compare · 3 funds side by side · dividends reinvested

SIMS, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

SIMS, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.0

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.56%+6.3%−1.4%+14.7%−0.7%−13.3%22.7%$8M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SIMS 2017 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,638

SIMS

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SIMS

More Ways to See the Pairs

SIMS vs SCHD: Top 5 Holdings

Today

SIMS

18.5%in top 5

SCHD

in top 521.7%

SIMSStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SIMS, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

SIMS0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SIMS, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

+6.3%Year to dateJan 1 → Nov 12+34.2%

−1.4%1 yearTotal return+36.8%

+14.7%3 years · per year$10,000 became $15,081 · $17,257+19.9%

−0.7%5 years · per year$10,000 became $9,638 · $16,429+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.56%Trailing 12-mo yield$56 · $293 a year on $10k2.93%

−13.3%Worst dropSmaller is better−6.9%

22.7%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%ADTnot top 5

3.8%VLTOnot top 5

3.8%ALRMnot top 5

3.7%TTEKnot top 5

3.3%ITRInot top 5

Held in common0.1%

End-of-day Nov 12, 2026 · share of each fund

SIMS vs SCHD Returns, Every Period

5Y

SPDRSIMS

−0.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SIMSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SIMS vs SCHD

YTD

SPDRSIMS

+6.3%

SCHDSchwab

+34.2%

+6.3%Year to date+34.2%

−13.3%Worst drop · 1Y−6.9%

22.7%Volatility · 1Y11.7%

0.6%Yield2.9%

$8.1MAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SIMS0.56%$56

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IWF$37 − $18 = $19

SIMS$56 − $45 = $11

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SIMS, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

SIMSSCHDIWF

SIMS—0.1%3.0%

SCHD0.1%—3.6%

IWF3.0%3.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWFWorst drop−14.6%19.6% vol

SIMSWorst drop−13.3%22.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSIMS

+34.2%Year to date+6.3%

2.9%Yield0.6%

+36.8%Past year−1.4%

0.06%Fee0.45%

4–0SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SIMS, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three