Compare · 3 funds side by side · dividends reinvested

CDL, SCHD and IWF

CDLVictoryShares×SCHDSchwab×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

CDL, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

VictoryShares US Large Cap High Div Volatility Wtd ETFUS Stock Styles · Large cap0.38%3.04%+20.4%+23.9%+19.5%+10.3%−7.9%11.1%$420M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CDL 2015 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Large Cap High Div Volatility Wtd ETF · $420M$16,332

CDL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 21.9% in common

CDLMeasureSCHD

+20.4%Year to dateJan 1 → Nov 5+32.3%

+23.9%1 yearTotal return+38.7%

+19.5%3 years · per year$10,000 became $17,046 · $17,414+20.3%

+10.3%5 years · per year$10,000 became $16,332 · $16,375+10.4%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

3.04%Trailing 12-mo yield$304 · $298 a year on $10k2.98%

−7.9%Worst dropSmaller is better−6.9%

11.1%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

CDL vs SCHD: Top 5 Holdings

Today

CDL

8.3%in top 5

SCHD

in top 521.7%

CDLStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.7%WECnot top 5

1.7%DUKnot top 5

1.6%EDnot top 5

1.6%EVRGnot top 5

1.6%LNTnot top 5

Held in common21.9%

End-of-day Nov 5, 2026 · share of each fund

CDL vs SCHD Returns, Every Period

VictorySharesCDL

+10.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CDLSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CDL vs SCHD

YTD

VictorySharesCDL

+20.4%

SCHDSchwab

+32.3%

+20.4%Year to date+32.3%

−7.9%Worst drop · 1Y−6.9%

11.1%Volatility · 1Y11.7%

3.0%Yield3.0%

$420MAssets$120B

2–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CDL, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

CDL0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CDL, SCHD, IWF

3.04%highest, CDL

FundTrailing yieldYield$10k

CDL3.04%$304

SCHD2.98%$298

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CDL$304 − $38 = $266

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CDL, SCHD, IWF

Today

21.9%most shared, CDL and SCHD

CDLSCHDIWF

CDL—21.9%2.2%

SCHD21.9%—3.6%

IWF2.2%3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

CDLWorst drop−7.9%11.1% vol

SCHDWorst drop−6.9%11.7% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CDLSCHD

+20.4%Year to date+32.3%

3.0%Yield3.0%

+23.9%Past year+38.7%

0.38%Fee0.06%

3–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026