Compare · 3 funds side by side · dividends reinvested

FDM, SCHD and IWF

FDMFirst Trust×SCHDSchwab×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

FDM, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.51%+15.1%+23.1%+20.5%+9.3%−9.3%17.2%$268M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: FDM 2005 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $117B$15,699

IWF

FDM

First Trust Dow Jones Select MicroCap Index Fund · $268M$15,569

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

IWFMeasure

More Ways to See the Pairs

IWF vs FDM: Top 5 Holdings

Today

IWF

38.7%in top 5

FDM

in top 58.2%

IWFStockFDM

13.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.4%GOOGLnot top 5

4.8%AVGOnot top 5

Cost, Income and Risk

Fees: FDM, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

FDM0.65%$65

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

Yields: FDM, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

FDM

−3.4%Year to dateJan 1 → Nov 10+15.1%

−2.9%1 yearTotal return+23.1%

+19.1%3 years · per year$10,000 became $16,897 · $17,514+20.5%

+9.4%5 years · per year$10,000 became $15,699 · $15,569+9.3%

0.18%Expense ratio$18 · $65 a year on $10k · lower is better0.65%

0.38%Trailing 12-mo yield$38 · $151 a year on $10k1.51%

−14.6%Worst dropSmaller is better−9.3%

19.5%VolatilityLower is calmer17.2%

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

2–6FDM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PD2.0%

not top 5QNST1.7%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5ORRF1.4%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IWF vs FDM Returns, Every Period

5Y

iSharesIWF

+9.4%

5 years, per year

FDMFirst Trust

+9.3%

5 years, per year

IWFFDMFaded: behind in that period

1–3FDM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs SCHD

YTD

iSharesIWF

−3.4%

SCHDSchwab

+33.8%

−3.4%Year to date+33.8%

−14.6%Worst drop · 1Y−6.9%

19.5%Volatility · 1Y11.8%

0.4%Yield2.9%

$117BAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

FDM1.51%$151

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

FDM$151 − $65 = $86

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FDM, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

FDMSCHDIWF

FDM—0.1%0.0%

SCHD0.1%—3.6%

IWF0.0%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FDMWorst drop−9.3%17.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDM

+33.8%Year to date+15.1%

2.9%Yield1.5%

+38.8%Past year+23.1%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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FDM, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three