Compare · 2 funds side by side · dividends reinvested

SMMD and SCHB

SMMDiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

SMMD and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.14%+17.1%+18.7%+21.5%+6.8%−9.7%16.6%$4.2B1.6

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: SMMD 2017 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.2B$13,883

SMMD

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 9.4% in common

SMMDMeasureSCHB

+17.1%Year to dateJan 1 → Nov 3+11.6%

+18.7%1 yearTotal return+11.7%

+21.5%3 years · per year$10,000 became $17,927 · $18,993+23.8%

+6.8%5 years · per year$10,000 became $13,883 · $16,894+11.1%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

1.14%Trailing 12-mo yield$114 · $106 a year on $10k1.06%

−9.7%Worst dropSmaller is better−8.9%

16.6%VolatilityLower is calmer13.1%

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

3–5SCHB wins

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

More Ways to See the Pairs

SMMD vs SCHB: Top 5 Holdings

Today

SMMD

1.6%in top 5

SCHB

in top 524.2%

SMMDStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

0.3%GHnot top 5

0.3%USFDnot top 5

0.3%ATInot top 5

0.3%PKGnot top 5

0.3%RSnot top 5

Held in common9.4%

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

SMMD vs SCHB Returns, Every Period

iSharesSMMD

+6.8%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

SMMDSCHBFaded: behind in that period

2–2Level

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

SMMD vs SCHB

YTD

iSharesSMMD

+17.1%

SCHBSchwab

+11.6%

+17.1%Year to date+11.6%

−9.7%Worst drop · 1Y−8.9%

16.6%Volatility · 1Y13.1%

1.1%Yield1.1%

$4.2BAssets$44.0B

2–1SCHB wins

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

Cost, Income and Risk

Fees: SMMD, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

SMMD0.23%$23

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

Yields: SMMD, SCHB

1.14%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.14%$114

SCHB1.06%$106

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

SMMD$114 − $23 = $91

KeptFee

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

Overlap: SMMD, SCHB

Today

9.4%most shared, SMMD and SCHB

SMMDSCHB

SMMD—9.4%

SCHB9.4%—

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

Return vs Bumpiness: 2 ETFs

+18.7%SMMD, at 16.6% volatility

SCHBWorst drop−8.9%13.1% vol

SMMDWorst drop−9.7%16.6% vol

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

Paid More vs Made More

YTD

SMMDSCHB

+17.1%Year to date+11.6%

1.1%Yield1.1%

+18.7%Past year+11.7%

0.23%Fee0.03%

2–1SMMD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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