Compare · 4 funds side by side · dividends reinvested

CSD, SCHB, IWF and VUG

CSDInvesco×SCHBSchwab×IWFiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,647CSD · best of the four

Story of the four · IncomeMost incomeSCHB · 1.06% · $106 a year on $10k

Story of the four · RiskSmallest drop

CSD, SCHB, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.9%+12.0%+21.4%+10.6%−8.9%14.0%$44.5B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+30.2%+32.1%+32.8%+15.6%−17.6%25.6%$214M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSD 2006 · SCHB 2009 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Spin-Off ETF · $214M$20,647

CSD

More Ways to See the Pairs

CSD vs SCHB: Top 5 Holdings

Today

CSD

37.9%in top 5

SCHB

in top 523.9%

CSDStockSCHB

9.4%GEHCnot top 5

8.1%HONAnot top 5

7.3%VYLRnot top 5

7.2%Qnot top 5

not top 5AAPL7.0%

Cost, Income and Risk

Fees: CSD, SCHB, IWF, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

IWF0.18%$18

CSD0.66%$66

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SCHB

Schwab U.S. Broad Market ETF · $44.5B$16,545

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

CSDMeasureSCHB

+30.2%Year to dateJan 1 → Nov 12+11.9%

+32.1%1 yearTotal return+12.0%

+32.8%3 years · per year$10,000 became $23,417 · $17,887+21.4%

+15.6%5 years · per year$10,000 became $20,647 · $16,545+10.6%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

0.12%Trailing 12-mo yield$12 · $106 a year on $10k1.06%

−17.6%Worst dropSmaller is better−8.9%

25.6%VolatilityLower is calmer14.0%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.0%GEVnot top 5

not top 5NVDA5.7%

not top 5MSFT5.3%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.9%

End-of-day Nov 12, 2026 · share of each fund

CSD vs SCHB Returns, Every Period

5Y

InvescoCSD

+15.6%

5 years, per year

SCHBSchwab

+10.6%

5 years, per year

CSDSCHBFaded: behind in that period

4–0CSD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

CSD vs SCHB

YTD

InvescoCSD

+30.2%

SCHBSchwab

+11.9%

+30.2%Year to date+11.9%

−17.6%Worst drop · 1Y−8.9%

25.6%Volatility · 1Y14.0%

0.1%Yield1.1%

$214MAssets$44.5B

3–1SCHB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSD, SCHB, IWF, VUG

1Y

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

VUG0.41%$41

IWF0.37%$37

CSD0.12%$12

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

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSD, SCHB, IWF, VUG

Today

77.8%most shared, IWF and VUG

CSDSCHBIWFVUG

CSD—0.9%1.2%1.4%

SCHB0.9%—53.1%50.4%

IWF1.2%53.1%—77.8%

VUG1.4%50.4%77.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+32.1%CSD, at 25.6% volatility

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

CSDWorst drop−17.6%25.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCSD

+11.9%Year to date+30.2%

1.1%Yield0.1%

+12.0%Past year+32.1%

0.03%Fee0.66%

2–2level

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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CSD, SCHB, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four