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$16,459SCHD · 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%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%0.98%+16.0%+19.5%+21.4%+9.8%−8.7%17.5%$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 9, 2026 · returns include dividends · since: SMLF 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,942

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

SCHDMeasureSMLF

+33.2%Year to dateJan 1 → Nov 9+16.0%

+39.1%1 yearTotal return+19.5%

+19.6%3 years · per year$10,000 became $17,123 · $17,876+21.4%

+10.5%5 years · per year$10,000 became $16,459 · $15,942+9.8%

0.06%Expense ratio$6 · $15 a year on $10k · lower is better0.15%

2.96%Trailing 12-mo yield$296 · $98 a year on $10k0.98%

−6.9%Worst dropSmaller is better−8.7%

11.8%VolatilityLower is calmer17.5%

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

7–1SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs SMLF: Top 5 Holdings

Today

SCHD

21.4%in top 5

SMLF

in top 53.3%

SCHDStockSMLF

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5EME0.8%

not top 5WSM0.7%

not top 5RS0.6%

not top 5TPR0.6%

not top 5JBL0.6%

Held in common2.6%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs SMLF Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

SMLFiShares

+9.8%

5 years, per year

SCHDSMLFFaded: behind in that period

3–1SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs SMLF

YTD

SchwabSCHD

+33.2%

SMLFiShares

+16.0%

+33.2%Year to date+16.0%

−6.9%Worst drop · 1Y−8.7%

11.8%Volatility · 1Y17.5%

3.0%Yield1.0%

$120BAssets$4.2B

4–0SCHD wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: SMLF, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SMLF0.98%$98

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SMLF$98 − $15 = $83

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SMLF, SCHD

Today

2.6%most shared, SMLF and SCHD

SMLFSCHD

SMLF—2.6%

SCHD2.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SMLFWorst drop−8.7%17.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMLF

+33.2%Year to date+16.0%

3.0%Yield1.0%

+39.1%Past year+19.5%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026