SCHD vs ISCG5YSCHDSCHDAvsBISCGISCGSchwab U.S. Dividend Equity ETF · $123BiShares Morningstar Small-Cap Growth ETF · $973MReturns · dividends in+19.9%3 years · per year$17,257 · $16,599+18.4%+10.4%5 years · per year$16,429 · $11,782+3.3%Cost and income0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%2.93%12-mo yield$293 · $65 on $10k
Overlap: SCHD, ISCG, IJHToday39.0%most shared, ISCG and IJHSCHDISCGIJHSCHD—0.9%3.5%ISCG0.9%—39.0%IJH3.5%39.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SCHD vs ISCG5YASCHDSchwab U.S. Dividend Equity$16,429vsISCGBiShares Morningstar Small-Cap Growth$11,782$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$125.5B3BISCGiShares Morningstar Small-Cap Growth ETFReadDesk0.06%0.65%−1.3%+10.8%+11.9%+18.4%+3.3%−11.4%$973MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$125.5B3BISCGiShares Morningstar Small-Cap Growth ETFReadDesk0.06%0.65%−1.3%+10.8%+11.9%+18.4%+3.3%−11.4%$973MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: SCHD, ISCG, IJHToday39.0%most shared, ISCG and IJHSCHDISCGIJHSCHD—0.9%3.5%ISCG0.9%—39.0%IJH3.5%39.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287IJH$122 − $5 = $117ISCG$65 − $6 = $59KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee