Compare · 4 funds side by side · dividends reinvested

CSD, SCHD, VO and IWF

CSDInvesco×SCHDSchwab×VOVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$20,219CSD · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

CSD, SCHD, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.6

Invesco S&P Spin-Off ETFUS Stock Styles · Large cap0.66%0.12%+31.7%+33.9%+33.1%+15.1%−17.6%25.6%$212M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: CSD 2006 · SCHD 2011 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P Spin-Off ETF · $212M$20,219

CSD

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CSD vs SCHD: Top 5 Holdings

Today

CSD

38.2%in top 5

SCHD

in top 521.7%

CSDStockSCHD

9.6%GEHCnot top 5

8.1%HONAnot top 5

7.4%VYLRnot top 5

7.1%Qnot top 5

6.0%GEVnot top 5

Cost, Income and Risk

Fees: CSD, SCHD, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

IWF0.18%$18

CSD0.66%$66

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

CSDMeasureSCHD

+31.7%Year to dateJan 1 → Nov 11+34.6%

+33.9%1 yearTotal return+39.3%

+33.1%3 years · per year$10,000 became $23,559 · $17,234+19.9%

+15.1%5 years · per year$10,000 became $20,219 · $16,418+10.4%

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

0.12%Trailing 12-mo yield$12 · $293 a year on $10k2.93%

−17.6%Worst dropSmaller is better−6.9%

25.6%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

CSD vs SCHD Returns, Every Period

5Y

InvescoCSD

+15.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CSDSCHDFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSD vs SCHD

YTD

InvescoCSD

+31.7%

SCHDSchwab

+34.6%

+31.7%Year to date+34.6%

−17.6%Worst drop · 1Y−6.9%

25.6%Volatility · 1Y11.8%

0.1%Yield2.9%

$212MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CSD, SCHD, VO, IWF

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VO1.33%$133

IWF0.37%$37

CSD0.12%$12

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VO$133 − $3 = $130

IWF$37 − $18 = $19

CSD$12 − $66 = −$54

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CSD, SCHD, VO, IWF

Today

9.4%most shared, VO and IWF

CSDSCHDVOIWF

CSD—0.0%0.9%1.1%

SCHD0.0%—6.9%3.7%

VO0.9%6.9%—9.4%

IWF1.1%3.7%9.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

IWFWorst drop−14.6%19.6% vol

CSDWorst drop−17.6%25.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCSD

+34.6%Year to date+31.7%

2.9%Yield0.1%

+39.3%Past year+33.9%

0.06%Fee0.66%

4–0SCHD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CSD, SCHD, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four