Compare · 4 funds side by side · dividends reinvested

CSD, SCHD, IWF and VUG

CSDInvesco×SCHDSchwab×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,674CSD · best of the four

02 / 04

CSD, SCHD, IWF and VUG, 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%$120B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.13%+25.2%+29.3%+32.7%+14.5%−17.6%25.4%$211M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSD 2006 · SCHD 2011 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P Spin-Off ETF · $211M$19,674

CSD

SCHD

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

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

CSDMeasureSCHD

+25.2%Year to dateJan 1 → Nov 6+31.4%

+29.3%1 yearTotal return+37.0%

+32.7%3 years · per year$10,000 became $23,371 · $17,266+20.0%

+14.5%5 years · per year$10,000 became $19,674 · $16,267+10.2%

0.66%Expense ratio$66 · $6 a year on $10k · lower is better0.06%

0.13%Trailing 12-mo yield$13 · $300 a year on $10k3.00%

−17.6%Worst dropSmaller is better−6.9%

25.4%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSD vs SCHD: Top 5 Holdings

Today

CSD

37.9%in top 5

SCHD

in top 521.4%

CSDStockSCHD

10.2%GEHCnot top 5

7.7%HONAnot top 5

7.4%VYLRnot top 5

6.6%Qnot top 5

6.1%GEVnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

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

CSD vs SCHD Returns, Every Period

InvescoCSD

+14.5%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

CSDSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: CSD vs SCHD

YTD

InvescoCSD

+25.2%

SCHDSchwab

+31.4%

+25.2%Year to date+31.4%

−17.6%Worst drop · 1Y−6.9%

25.4%Volatility · 1Y11.7%

0.1%Yield3.0%

$211MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CSD, SCHD, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

CSD0.66%$66

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

Yields: CSD, SCHD, IWF, VUG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VUG0.42%$42

IWF0.39%$39

CSD0.13%$13

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

IWF$39 − $18 = $21

CSD$13 − $66 = −$53

KeptFee

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

Overlap: CSD, SCHD, IWF, VUG

Today

78.0%most shared, IWF and VUG

CSDSCHDIWFVUG

CSD—0.0%1.1%1.4%

SCHD0.0%—3.7%0.8%

IWF1.1%3.7%—78.0%

VUG1.4%0.8%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

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

CSDWorst drop−17.6%25.4% vol

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

Paid More vs Made More

YTD

SCHDCSD

+31.4%Year to date+25.2%

3.0%Yield0.1%

+37.0%Past year+29.3%

0.06%Fee0.66%

4–0SCHD 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026