Compare · 3 funds side by side · dividends reinvested

ESGV, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

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

Story of the three · RiskSmallest drop

ESGV, SCHD 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%$123B1.1

Vanguard ESG U.S. Stock ETFUS Stock Styles · Large cap0.09%0.89%+11.6%+11.9%+21.8%+10.3%−11.6%15.4%$13.4B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.0

Rank among the three1st → 3rdFee, 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: ESGV 2018 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard ESG U.S. Stock ETF · $13.4B$16,303

ESGV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

ESGV

More Ways to See the Pairs

ESGV vs SCHD: Top 5 Holdings

Today

ESGV

30.7%in top 5

SCHD

in top 521.7%

ESGVStockSCHD

8.9%NVDAnot top 5

8.0%AAPLnot top 5

6.4%MSFTnot top 5

not top 5TXN4.6%

not top 5PG4.4%

Cost, Income and Risk

Fees: ESGV, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ESGV0.09%$9

IWF0.18%$18

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

Yields: ESGV, SCHD, IWF

Popular Pairs Near These Three

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%

Measure

SCHD

+11.6%Year to dateJan 1 → Nov 11+34.6%

+11.9%1 yearTotal return+39.3%

+21.8%3 years · per year$10,000 became $18,056 · $17,234+19.9%

+10.3%5 years · per year$10,000 became $16,303 · $16,418+10.4%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

0.89%Trailing 12-mo yield$89 · $293 a year on $10k2.93%

−11.6%Worst dropSmaller is better−6.9%

15.4%VolatilityLower is calmer11.8%

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

1–7SCHD wins

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

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

3.3%GOOGLnot top 5

Held in common6.9%

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

ESGV vs SCHD Returns, Every Period

5Y

VanguardESGV

+10.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ESGVSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: ESGV vs SCHD

YTD

VanguardESGV

+11.6%

SCHDSchwab

+34.6%

+11.6%Year to date+34.6%

−11.6%Worst drop · 1Y−6.9%

15.4%Volatility · 1Y11.8%

0.9%Yield2.9%

$13.4BAssets$123B

4–0SCHD wins

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

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

ESGV0.89%$89

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

ESGV$89 − $9 = $80

IWF$37 − $18 = $19

KeptFee

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

Overlap: ESGV, SCHD, IWF

Today

61.9%most shared, ESGV and IWF

ESGVSCHDIWF

ESGV—6.9%61.9%

SCHD6.9%—3.7%

IWF61.9%3.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

ESGVWorst drop−11.6%15.4% 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

SCHDESGV

+34.6%Year to date+11.6%

2.9%Yield0.9%

+39.3%Past year+11.9%

0.06%Fee0.09%

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%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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ESGV, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three