Compare · 2 funds side by side · dividends reinvested

USXF and SCHD

USXFiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,166USXF · best of the two

02 / 04

USXF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

iShares ESG Advanced MSCI USA ETFUS Stock Styles · Large cap0.10%0.88%+14.2%+12.0%+26.1%+12.7%−10.2%19.6%$1.4B1.8

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: USXF 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Advanced MSCI USA ETF · $1.4B$18,166

USXF

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

USXFMeasureSCHD

+14.2%Year to dateJan 1 → Nov 4+35.3%

+12.0%1 yearTotal return+41.6%

+26.1%3 years · per year$10,000 became $20,049 · $17,908+21.4%

+12.7%5 years · per year$10,000 became $18,166 · $16,881+11.0%

0.10%Expense ratio$10 · $6 a year on $10k · lower is better0.06%

0.88%Trailing 12-mo yield$88 · $291 a year on $10k2.91%

−10.2%Worst dropSmaller is better−6.9%

19.6%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

USXF vs SCHD: Top 5 Holdings

Today

USXF

28.7%in top 5

SCHD

in top 521.6%

USXFStockSCHD

12.4%NVDAnot top 5

6.2%AVGOnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.0%MUnot top 5

3.3%AMDnot top 5

2.9%Vnot top 5

Held in common7.9%

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

USXF vs SCHD Returns, Every Period

iSharesUSXF

+12.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

USXFSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: USXF vs SCHD

YTD

iSharesUSXF

+14.2%

SCHDSchwab

+35.3%

+14.2%Year to date+35.3%

−10.2%Worst drop · 1Y−6.9%

19.6%Volatility · 1Y11.5%

0.9%Yield2.9%

$1.4BAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USXF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

USXF0.10%$10

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

Yields: USXF, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

USXF0.88%$88

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

USXF$88 − $10 = $78

KeptFee

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

Overlap: USXF, SCHD

Today

7.9%most shared, USXF and SCHD

USXFSCHD

USXF—7.9%

SCHD7.9%—

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

SCHDWorst drop−6.9%11.5% vol

USXFWorst drop−10.2%19.6% vol

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

Paid More vs Made More

YTD

SCHDUSXF

+35.3%Year to date+14.2%

2.9%Yield0.9%

+41.6%Past year+12.0%

0.06%Fee0.10%

4–0SCHD wins

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