Compare · 4 funds side by side · dividends reinvested

CSM, IWF, SCHD and VUG

CSMProShares×IWFiShares×SCHDSchwab×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,053CSM · best of the four

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

Story of the four · RiskSmallest drop

CSM, IWF, SCHD and VUG, 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%$123B1.6

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.05%+10.2%+12.0%+22.1%+11.3%−9.4%13.3%$506M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.8

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: CSM 2009 · IWF 2000 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Large Cap Core Plus · $506M$17,053

CSM

More Ways to See the Pairs

CSM vs IWF: Top 5 Holdings

Today

CSM

19.3%in top 5

IWF

in top 538.3%

CSMStockIWF

4.2%NVDA12.7%

5.1%AAPL8.8%

3.9%MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: CSM, IWF, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

CSM0.45%$45

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%

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

$10,000 five years ago, dividends reinvested · they hold 35.7% in common

CSMMeasureIWF

+10.2%Year to dateJan 1 → Nov 11−1.2%

+12.0%1 yearTotal return−2.8%

+22.1%3 years · per year$10,000 became $18,201 · $17,180+19.8%

+11.3%5 years · per year$10,000 became $17,053 · $15,927+9.8%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

1.05%Trailing 12-mo yield$105 · $37 a year on $10k0.37%

−9.4%Worst dropSmaller is better−14.6%

13.3%VolatilityLower is calmer19.6%

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

7–1CSM wins

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

5.0%

3.2%IQMMnot top 5

3.0%AMZNnot top 5

Held in common35.7%

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

CSM vs IWF Returns, Every Period

5Y

ProSharesCSM

+11.3%

5 years, per year

IWFiShares

+9.8%

5 years, per year

CSMIWFFaded: behind in that period

4–0CSM wins

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

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+10.2%

SCHDSchwab

+34.6%

+10.2%Year to date+34.6%

−9.4%Worst drop · 1Y−6.9%

13.3%Volatility · 1Y11.8%

1.0%Yield2.9%

$506MAssets$123B

4–0SCHD wins

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

Yields: CSM, IWF, SCHD, VUG

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

CSM1.05%$105

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

CSM$105 − $45 = $60

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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

Overlap: CSM, IWF, SCHD, VUG

Today

78.0%most shared, IWF and VUG

CSMIWFSCHDVUG

CSM—35.7%7.4%34.8%

IWF35.7%—3.7%78.0%

SCHD7.4%3.7%—0.8%

VUG34.8%78.0%0.8%—

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

CSMWorst drop−9.4%13.3% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

SCHDCSM

+34.6%Year to date+10.2%

2.9%Yield1.0%

+39.3%Past year+12.0%

0.06%Fee0.45%

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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CSM, IWF, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four