Compare · 3 funds side by side · dividends reinvested

FSGS, SCHD and IWF

02 / 04

−0.1%

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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 · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

FSGS, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.0

First Trust SMID Growth Strength ETFUS Stock Styles · Growth0.60%0.03%+8.6%+7.3%+11.1%+3.0%−11.3%15.4%$28M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: FSGS 2017 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust SMID Growth Strength ETF · $28M$11,589

FSGS

IWF

iShares Russell 1000 Growth ETF · $119B$15,505

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

FSGS

More Ways to See the Pairs

FSGS vs IWF: Top 5 Holdings

Today

FSGS

6.0%in top 5

IWF

in top 538.2%

FSGSStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: FSGS, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

FSGS0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FSGS, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

IWF

+8.6%Year to dateJan 1 → Nov 13−2.6%

+7.3%1 yearTotal return−3.9%

+11.1%3 years · per year$10,000 became $13,717 · $16,699+18.6%

+3.0%5 years · per year$10,000 became $11,589 · $15,505+9.2%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

0.03%Trailing 12-mo yield$3 · $38 a year on $10k0.38%

−11.3%Worst dropSmaller is better−14.6%

15.4%VolatilityLower is calmer19.6%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

1.3%YOUnot top 5

1.2%NBIXnot top 5

1.2%JLLnot top 5

1.2%MORNnot top 5

1.2%FLSnot top 5

Held in common1.1%

End-of-day Nov 13, 2026 · share of each fund

FSGS vs IWF Returns, Every Period

5Y

First TrustFSGS

+3.0%

5 years, per year

IWFiShares

+9.2%

5 years, per year

FSGSIWFFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FSGS vs SCHD

YTD

First TrustFSGS

+8.6%

SCHDSchwab

+34.9%

+8.6%Year to date+34.9%

−11.3%Worst drop · 1Y−6.9%

15.4%Volatility · 1Y11.7%

0.0%Yield2.9%

$28.3MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

IWF0.38%$38

FSGS0.03%$3

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

IWF$38 − $18 = $20

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FSGS, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

FSGSSCHDIWF

FSGS—0.8%1.1%

SCHD0.8%—3.6%

IWF1.1%3.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FSGSWorst drop−11.3%15.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFSGS

+34.9%Year to date+8.6%

2.9%Yield0.0%

+37.5%Past year+7.3%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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FSGS, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three