Compare · 3 funds side by side · dividends reinvested

USCL, SCHD and IJH

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

02 / 04

USCL, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

iShares Climate Conscious & Transition MSCI USA ETFUS Stock Styles · Large cap0.08%1.09%+5.5%+5.7%+20.2%[…]−10.3%13.9%$2.6B2.6

Rank among the three1st → 3rdFee, 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: USCL 2023 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Climate Conscious & Transition MSCI USA ETF · $2.6B[…]

USCL

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

USCLMeasureSCHD

+5.5%Year to dateJan 1 → Nov 6+31.4%

+5.7%1 yearTotal return+37.0%

+20.2%3 years · per year$10,000 became $17,348 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

1.09%Trailing 12-mo yield$109 · $300 a year on $10k3.00%

−10.3%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

USCL vs SCHD: Top 5 Holdings

Today

USCL

33.2%in top 5

SCHD

in top 521.4%

USCLStockSCHD

9.8%AAPLnot top 5

8.1%NVDAnot top 5

7.3%MSFTnot top 5

4.9%AMZNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.2%GOOGLnot top 5

Held in common8.1%

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

USCL vs SCHD Returns, Every Period

iSharesUSCL

+5.7%

past year

SCHDSchwab

+37.0%

past year

USCLSCHDFaded: behind in that period

1–2SCHD wins

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

Stocks vs Income: USCL vs SCHD

YTD

iSharesUSCL

+5.5%

SCHDSchwab

+31.4%

+5.5%Year to date+31.4%

−10.3%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.7%

1.1%Yield3.0%

$2.6BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: USCL, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

USCL0.08%$8

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

Yields: USCL, SCHD, IJH

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IJH1.25%$125

USCL1.09%$109

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IJH$125 − $5 = $120

USCL$109 − $8 = $101

KeptFee

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

Overlap: USCL, SCHD, IJH

Today

8.1%most shared, USCL and SCHD

USCLSCHDIJH

USCL—8.1%0.2%

SCHD8.1%—3.5%

IJH0.2%3.5%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

USCLWorst drop−10.3%13.9% vol

IJHWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

SCHDIJH

+31.4%Year to date+9.5%

3.0%Yield1.3%

+37.0%Past year+12.9%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026