Compare · 3 funds side by side · dividends reinvested

SQLT, IJH and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SQLT, IJH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SQLT 2026 · IJH 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 39.2% in common

IJHMeasureSQLT

+9.5%Year to dateJan 1 → Nov 5[…]

+12.9%1 yearTotal return[…]

+16.5%3 years · per year$10,000 became $15,806 · […][…]

+6.7%5 years · per year$10,000 became $13,830 · […][…]

0.05%Expense ratio$5 · $20 a year on $10k · lower is better0.20%

1.26%Trailing 12-mo yield$126 · $49 a year on $10k0.49%

−8.8%Worst dropSmaller is better[…]

15.5%VolatilityLower is calmer[…]

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

2–0IJH wins

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

More Ways to See the Pairs

IJH vs SQLT: Top 5 Holdings

Today

IJH

3.5%in top 5

SQLT

in top 54.9%

IJHStockSQLT

not top 5MANH1.1%

not top 5NFG1.1%

not top 5EXEL0.9%

not top 5RGLD0.9%

not top 5MEDP0.9%

0.8%UTHRnot top 5

0.7%FTInot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common39.2%

End-of-day Nov 5, 2026 · share of each fund

IJH vs SQLT Returns, Every Period

iSharesIJH

+12.9%

past year

SQLTiShares

[…]

past year

Returns […]

IJHSQLTFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IJH vs SCHD

YTD

iSharesIJH

+9.5%

SCHDSchwab

+32.3%

+9.5%Year to date+32.3%

−8.8%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.7%

1.3%Yield3.0%

$121BAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SQLT, IJH, SCHD

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

SQLT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SQLT, IJH, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IJH1.26%$126

SQLT0.49%$49

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IJH$126 − $5 = $121

SQLT$49 − $20 = $29

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SQLT, IJH, SCHD

Today

39.2%most shared, SQLT and IJH

SQLTIJHSCHD

SQLT—39.2%2.7%

IJH39.2%—3.5%

SCHD2.7%3.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IJHWorst drop−8.8%15.5% vol

SQLTWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJH

+32.3%Year to date+9.5%

3.0%Yield1.3%

+38.7%Past year+12.9%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026