Compare · 3 funds side by side · dividends reinvested

ESGU, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,610ESGU · best of the three

02 / 04

ESGU, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

iShares ESG Aware MSCI USA ETFUS Stock Styles · Large cap0.15%0.94%+11.3%+13.2%+21.7%+10.7%−9.3%14.1%$17.3B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: ESGU 2016 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA ETF · $17.3B$16,610

ESGU

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

ESGUMeasureSCHD

+11.3%Year to dateJan 1 → Nov 9+33.2%

+13.2%1 yearTotal return+39.1%

+21.7%3 years · per year$10,000 became $18,021 · $17,123+19.6%

+10.7%5 years · per year$10,000 became $16,610 · $16,459+10.5%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

0.94%Trailing 12-mo yield$94 · $296 a year on $10k2.96%

−9.3%Worst dropSmaller is better−6.9%

14.1%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESGU vs SCHD: Top 5 Holdings

Today

ESGU

27.5%in top 5

SCHD

in top 521.4%

ESGUStockSCHD

7.8%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.9%AMZNnot top 5

3.0%GOOGnot top 5

Held in common7.9%

End-of-day Nov 9, 2026 · share of each fund

ESGU vs SCHD Returns, Every Period

iSharesESGU

+10.7%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

ESGUSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ESGU vs SCHD

YTD

iSharesESGU

+11.3%

SCHDSchwab

+33.2%

+11.3%Year to date+33.2%

−9.3%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.8%

0.9%Yield3.0%

$17.3BAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESGU, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ESGU0.15%$15

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ESGU, SCHD, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

ESGU0.94%$94

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

ESGU$94 − $15 = $79

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ESGU, SCHD, IWF

Today

53.6%most shared, ESGU and IWF

ESGUSCHDIWF

ESGU—7.9%53.6%

SCHD7.9%—3.6%

IWF53.6%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

ESGUWorst drop−9.3%14.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDESGU

+33.2%Year to date+11.3%

3.0%Yield0.9%

+39.1%Past year+13.2%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026