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$16,881SCHD · 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%4.62%+1.8%+2.1%+4.9%+2.9%−1.4%1.7%$16.8B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: STIP 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-5 Year TIPS Bond ETF · $16.8B$11,519

STIP

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

STIPMeasureSCHD

+1.8%Year to dateJan 1 → Nov 4+35.3%

+2.1%1 yearTotal return+41.6%

+4.9%3 years · per year$10,000 became $11,544 · $17,908+21.4%

+2.9%5 years · per year$10,000 became $11,519 · $16,881+11.0%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

4.62%Trailing 12-mo yield$462 · $291 a year on $10k2.91%

−1.4%Worst dropSmaller is better−6.9%

1.7%VolatilityLower is calmer11.5%

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

4–4Level

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

More Ways to See the Pairs

STIP vs SCHD: Top 5 Holdings

Today

STIP

[…]in top 5

SCHD

in top 521.6%

STIPStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

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

STIP vs SCHD Returns, Every Period

iSharesSTIP

+2.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

STIPSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: STIP vs SCHD

YTD

iSharesSTIP

+1.8%

SCHDSchwab

+35.3%

+1.8%Year to date+35.3%

−1.4%Worst drop · 1Y−6.9%

1.7%Volatility · 1Y11.5%

4.6%Yield2.9%

$16.8BAssets$123B

3–1STIP wins

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

Yields: STIP, SCHD

4.62%highest, STIP

FundTrailing yieldYield$10k

STIP4.62%$462

SCHD2.91%$291

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

Income After Fees on $10,000

$459most kept, STIP

STIP$462 − $3 = $459

SCHD$291 − $6 = $285

KeptFee

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

Overlap: STIP, SCHD

Today

[…]holdings […]

STIPSCHD

STIP—[…]

SCHD[…]—

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

STIPWorst drop−1.4%1.7% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

STIPSCHD

+1.8%Year to date+35.3%

4.6%Yield2.9%

+2.1%Past year+41.6%

0.03%Fee0.06%

2–2level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026