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$16,459SCHD · 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%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.08%+17.4%+21.7%+15.1%+5.7%−9.5%13.0%$244M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.5

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

End-of-day Nov 9, 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 · $244M$13,187

CSB

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CSBMeasureIWF

+17.4%Year to dateJan 1 → Nov 9−2.5%

+21.7%1 yearTotal return−2.2%

+15.1%3 years · per year$10,000 became $15,235 · $17,207+19.8%

+5.7%5 years · per year$10,000 became $13,187 · $15,892+9.7%

0.39%Expense ratio$39 · $18 a year on $10k · lower is better0.18%

3.08%Trailing 12-mo yield$308 · $38 a year on $10k0.38%

−9.5%Worst dropSmaller is better−14.6%

13.0%VolatilityLower is calmer19.5%

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

5–3CSB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSB vs IWF: Top 5 Holdings

Today

CSB

8.4%in top 5

IWF

in top 539.7%

CSBStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.7%SWXnot top 5

1.7%IDAnot top 5

1.7%SRnot top 5

1.7%AVAnot top 5

1.7%OGSnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CSB vs IWF Returns, Every Period

VictorySharesCSB

+5.7%

5 years, per year

IWFiShares

+9.7%

5 years, per year

CSBIWFFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSB vs SCHD

YTD

VictorySharesCSB

+17.4%

SCHDSchwab

+33.2%

+17.4%Year to date+33.2%

−9.5%Worst drop · 1Y−6.9%

13.0%Volatility · 1Y11.8%

3.1%Yield3.0%

$244MAssets$120B

3–1SCHD wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: CSB, SCHD, IWF

3.08%highest, CSB

FundTrailing yieldYield$10k

CSB3.08%$308

SCHD2.96%$296

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

CSB$308 − $39 = $269

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CSBWorst drop−9.5%13.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CSBSCHD

+17.4%Year to date+33.2%

3.1%Yield3.0%

+21.7%Past year+39.1%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026