Compare · 2 funds side by side · dividends reinvested

SMDX and SCHD

SMDXIntech ETFs×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the two · RiskSmallest drop

SMDX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.0

Intech S&P Small-Mid Cap Diversified Alpha ETFUS Stock Styles · Mid cap0.35%0.53%+14.6%+16.7%[…][…]−8.7%16.2%$129M2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: SMDX 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Intech S&P Small-Mid Cap Diversified Alpha ETF · $129M[…]

SMDX

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

SMDXMeasureSCHD

+14.6%

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SMDX vs SCHD: Top 5 Holdings

Today

SMDX

5.6%in top 5

SCHD

in top 521.8%

SMDXStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SMDX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMDX0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SMDX, SCHD

1Y

2.92%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+34.9%

+16.7%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.53%Trailing 12-mo yield$53 · $292 a year on $10k2.92%

−8.7%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.6%THCnot top 5

1.3%JLLnot top 5

0.9%XPOnot top 5

0.9%ATInot top 5

0.9%USFDnot top 5

Held in common1.9%

End-of-day Nov 13, 2026 · share of each fund

SMDX vs SCHD Returns, Every Period

1Y

Intech ETFsSMDX

+16.7%

past year

SCHDSchwab

+37.5%

past year

SMDXSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMDX vs SCHD

YTD

Intech ETFsSMDX

+14.6%

SCHDSchwab

+34.9%

+14.6%Year to date+34.9%

−8.7%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.7%

0.5%Yield2.9%

$129MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.92%$292

SMDX0.53%$53

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

SMDX$53 − $35 = $18

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SMDX, SCHD

Today

1.9%most shared, SMDX and SCHD

SMDXSCHD

SMDX—1.9%

SCHD1.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SMDXWorst drop−8.7%16.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMDX

+34.9%Year to date+14.6%

2.9%Yield0.5%

+37.5%Past year+16.7%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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SMDX and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two