Compare · 4 funds side by side · dividends reinvested

CSB, SCHD, VUG and IWF

CSBVictoryShares×SCHDSchwab×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

CSB, SCHD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

VictoryShares US Small Cap High Div Volatility Wtd ETFUS Stock Styles · Small cap0.39%3.23%+15.0%+18.5%+15.4%+5.8%−9.5%13.0%$244M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CSB 2015 · SCHD 2011 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US Small Cap High Div Volatility Wtd ETF · $244M$13,284

CSB

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

CSBMeasureSCHD

+15.0%Year to dateJan 1 → Nov 6+31.4%

+18.5%1 yearTotal return+37.0%

+15.4%3 years · per year$10,000 became $15,361 · $17,266+20.0%

+5.8%5 years · per year$10,000 became $13,284 · $16,267+10.2%

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

3.23%Trailing 12-mo yield$323 · $300 a year on $10k3.00%

−9.5%Worst dropSmaller is better−6.9%

13.0%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 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

8.4%in top 5

SCHD

in top 521.4%

CSBStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.7%IDAnot top 5

1.7%SWXnot top 5

1.7%AVAnot top 5

1.7%OGSnot top 5

1.7%SRnot top 5

Held in common1.5%

End-of-day Nov 6, 2026 · share of each fund

CSB vs SCHD Returns, Every Period

VictorySharesCSB

+5.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

CSBSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSB vs SCHD

YTD

VictorySharesCSB

+15.0%

SCHDSchwab

+31.4%

+15.0%Year to date+31.4%

−9.5%Worst drop · 1Y−6.9%

13.0%Volatility · 1Y11.7%

3.2%Yield3.0%

$244MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSB, SCHD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

CSB0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSB, SCHD, VUG, IWF

3.23%highest, CSB

FundTrailing yieldYield$10k

CSB3.23%$323

SCHD3.00%$300

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CSB$323 − $39 = $284

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CSB, SCHD, VUG, IWF

Today

78.0%most shared, VUG and IWF

CSBSCHDVUGIWF

CSB—1.5%0.0%0.0%

SCHD1.5%—0.8%3.7%

VUG0.0%0.8%—78.0%

IWF0.0%3.7%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CSBWorst drop−9.5%13.0% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSBSCHD

+15.0%Year to date+31.4%

3.2%Yield3.0%

+18.5%Past year+37.0%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026