SIZE vs SCHD5YSIZESIZEAvsBSCHDSCHDiShares MSCI USA Size Factor ETF · $439MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+17.6%3 years · per year$16,264 · $17,257+19.9%+7.3%5 years · per year$14,240 · $16,429+10.4%Cost and income0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%1.36%12-mo yield$136 · $293 on $10k
Overlap: SIZE, SCHD, IJHToday9.1%most shared, SIZE and SCHDSIZESCHDIJHSIZE—9.1%5.3%SCHD9.1%—3.5%IJH5.3%3.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SIZE vs SCHD5YASIZEiShares MSCI USA Size Factor$14,240vsSCHDBSchwab U.S. Dividend Equity$16,429$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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.36%−1.0%+13.3%+13.8%+17.6%+7.3%−8.0%$439M3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$125.5BEnd-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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.36%−1.0%+13.3%+13.8%+17.6%+7.3%−8.0%$439M3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$125.5BEnd-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: SIZE, SCHD, IJHToday9.1%most shared, SIZE and SCHDSIZESCHDIJHSIZE—9.1%5.3%SCHD9.1%—3.5%IJH5.3%3.5%—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 = $287SIZE$136 − $15 = $121IJH$122 − $5 = $117KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee