Compare · 2 funds side by side · dividends reinvested

STIP and SCHD

STIPiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

STIP and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-5 Year TIPS Bond ETFBonds & Cash · Treasuries0.03%4.61%+2.0%+2.4%+4.9%+3.0%−1.4%1.7%$16.9B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: STIP 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

STIP

iShares 0-5 Year TIPS Bond ETF · $16.9B$11,570

$10,000 five years ago, dividends reinvested

SCHDMeasureSTIP

+31.4%Year to dateJan 1 → Nov 6+2.0%

+37.0%1 yearTotal return+2.4%

+20.0%3 years · per year$10,000 became $17,266 · $11,538+4.9%

+10.2%5 years · per year$10,000 became $16,267 · $11,570+3.0%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

3.00%Trailing 12-mo yield$300 · $461 a year on $10k4.61%

−6.9%Worst dropSmaller is better−1.4%

11.7%VolatilityLower is calmer1.7%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs STIP: Top 5 Holdings

Today

SCHD

21.4%in top 5

STIP

in top 5[…]

SCHDStockSTIP

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SCHD vs STIP Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

STIPiShares

+3.0%

5 years, per year

SCHDSTIPFaded: behind in that period

4–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs STIP

YTD

SchwabSCHD

+31.4%

STIPiShares

+2.0%

+31.4%Year to date+2.0%

−6.9%Worst drop · 1Y−1.4%

11.7%Volatility · 1Y1.7%

3.0%Yield4.6%

$120BAssets$16.9B

3–1STIP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STIP, SCHD

Today

0.03%lowest, STIP

FundExpense ratioFee$10k

STIP0.03%$3

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: STIP, SCHD

4.61%highest, STIP

FundTrailing yieldYield$10k

STIP4.61%$461

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$458most kept, STIP

STIP$461 − $3 = $458

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: STIP, SCHD

Today

[…]holdings […]

STIPSCHD

STIP—[…]

SCHD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

STIPWorst drop−1.4%1.7% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

STIPSCHD

+2.0%Year to date+31.4%

4.6%Yield3.0%

+2.4%Past year+37.0%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026