Compare · 3 funds side by side · dividends reinvested

CSB, SCHD and IWF

CSBVictoryShares×SCHDSchwab×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

CSB, SCHD and IWF, 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

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.05%+18.1%+22.3%+16.9%+6.6%−9.5%12.8%$246M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

Rank among the three1st → 3rdFee, 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: CSB 2015 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $246M$13,767

CSB

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

CSBMeasureSCHD

+18.1%Year to dateJan 1 → Nov 4+35.3%

+22.3%1 yearTotal return+41.6%

+16.9%3 years · per year$10,000 became $15,990 · $17,908+21.4%

+6.6%5 years · per year$10,000 became $13,767 · $16,881+11.0%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

3.05%Trailing 12-mo yield$305 · $291 a year on $10k2.91%

−9.5%Worst dropSmaller is better−6.9%

12.8%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

CSB vs SCHD: Top 5 Holdings

Today

CSB

8.3%in top 5

SCHD

in top 521.6%

CSBStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.7%SWXnot top 5

1.7%IDAnot top 5

1.6%OGSnot top 5

1.6%SRnot top 5

1.6%NJRnot top 5

Held in common1.5%

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

CSB vs SCHD Returns, Every Period

VictorySharesCSB

+6.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

CSBSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: CSB vs SCHD

YTD

VictorySharesCSB

+18.1%

SCHDSchwab

+35.3%

+18.1%Year to date+35.3%

−9.5%Worst drop · 1Y−6.9%

12.8%Volatility · 1Y11.5%

3.1%Yield2.9%

$246MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: CSB, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

CSB0.39%$39

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

Yields: CSB, SCHD, IWF

3.05%highest, CSB

FundTrailing yieldYield$10k

CSB3.05%$305

SCHD2.91%$291

IWF0.37%$37

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CSB$305 − $39 = $266

IWF$37 − $18 = $19

KeptFee

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

Overlap: CSB, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

CSBSCHDIWF

CSB—1.5%0.0%

SCHD1.5%—3.6%

IWF0.0%3.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CSBWorst drop−9.5%12.8% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

CSBSCHD

+18.1%Year to date+35.3%

3.1%Yield2.9%

+22.3%Past year+41.6%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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