Compare · 2 funds side by side · dividends reinvested

SMLF and SCHD

SMLFiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SMLF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.7%+18.1%+23.1%+10.9%−8.7%16.9%$4.2B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: SMLF 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$16,794

SMLF

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SMLFMeasureSCHD

+16.7%Year to dateJan 1 → Nov 4+35.3%

+18.1%1 yearTotal return+41.6%

+23.1%3 years · per year$10,000 became $18,634 · $17,908+21.4%

+10.9%5 years · per year$10,000 became $16,794 · $16,881+11.0%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

0.98%Trailing 12-mo yield$98 · $291 a year on $10k2.91%

−8.7%Worst dropSmaller is better−6.9%

16.9%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLF vs SCHD: Top 5 Holdings

Today

SMLF

3.5%in top 5

SCHD

in top 521.6%

SMLFStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.9%EMEnot top 5

0.7%NVTnot top 5

0.7%WSMnot top 5

0.7%JBLnot top 5

0.6%RSnot top 5

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

SMLF vs SCHD Returns, Every Period

iSharesSMLF

+10.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SMLFSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMLF vs SCHD

YTD

iSharesSMLF

+16.7%

SCHDSchwab

+35.3%

+16.7%Year to date+35.3%

−8.7%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.5%

1.0%Yield2.9%

$4.2BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMLF0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMLF, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SMLF0.98%$98

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SMLF$98 − $15 = $83

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMLF, SCHD

Today

2.7%most shared, SMLF and SCHD

SMLFSCHD

SMLF—2.7%

SCHD2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

SMLFWorst drop−8.7%16.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMLF

+35.3%Year to date+16.7%

2.9%Yield1.0%

+41.6%Past year+18.1%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026