Compare · 3 funds side by side · dividends reinvested

CSM, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,681CSM · best of the three

02 / 04

CSM, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

ProShares - Large Cap Core PlusUS Stock Styles · Large cap0.45%1.04%+11.2%+13.3%+24.3%+12.1%−9.4%12.6%$521M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CSM 2009 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Large Cap Core Plus · $521M$17,681

CSM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

CSMMeasureSCHD

+11.2%Year to dateJan 1 → Nov 4+35.3%

+13.3%1 yearTotal return+41.6%

+24.3%3 years · per year$10,000 became $19,199 · $17,908+21.4%

+12.1%5 years · per year$10,000 became $17,681 · $16,881+11.0%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

1.04%Trailing 12-mo yield$104 · $291 a year on $10k2.91%

−9.4%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CSM vs SCHD: Top 5 Holdings

Today

CSM

19.6%in top 5

SCHD

in top 521.6%

CSMStockSCHD

5.1%NVDAnot top 5

4.8%AAPLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.8%MSFTnot top 5

3.1%IQMMnot top 5

2.7%AMZNnot top 5

Held in common7.3%

End-of-day Nov 4, 2026 · share of each fund

CSM vs SCHD Returns, Every Period

ProSharesCSM

+12.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

CSMSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CSM vs SCHD

YTD

ProSharesCSM

+11.2%

SCHDSchwab

+35.3%

+11.2%Year to date+35.3%

−9.4%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.5%

1.0%Yield2.9%

$521MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSM, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

CSM0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CSM, SCHD, IWF

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

CSM1.04%$104

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CSM$104 − $45 = $59

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CSM, SCHD, IWF

Today

36.2%most shared, CSM and IWF

CSMSCHDIWF

CSM—7.3%36.2%

SCHD7.3%—3.6%

IWF36.2%3.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CSMWorst drop−9.4%12.6% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCSM

+35.3%Year to date+11.2%

2.9%Yield1.0%

+41.6%Past year+13.3%

0.06%Fee0.45%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026