Compare · 4 funds side by side · dividends reinvested

FVAL, VUG, SCHD and IWF

FVALFidelity×VUGVanguard×SCHDSchwab×IWFiShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,422FVAL · best of the four

Story of the four · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the four · RiskSmallest drop

FVAL, VUG, 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%$124B1.5

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.51%+14.2%+16.3%+21.1%+11.7%−8.9%12.4%$1.4B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B3.9

Rank among the four1st → 4thFee, 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: FVAL 2016 · VUG 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,151

VUG

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VUG vs FVAL: Top 5 Holdings

Today

VUG

45.2%in top 5

FVAL

in top 529.1%

VUGStockFVAL

13.5%NVDA6.5%

12.5%AAPL8.2%

9.7%MSFT6.2%

5.2%GOOGL4.4%

4.3%

Cost, Income and Risk

Fees: FVAL, VUG, SCHD, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

FVAL0.15%$15

IWF0.18%$18

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

Popular Pairs Near These Four

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%

FVAL

Fidelity Value Factor ETF · $1.4B$17,422

$10,000 five years ago, dividends reinvested · they hold 42.3% in common

VUGMeasureFVAL

+3.9%Year to dateJan 1 → Nov 13+14.2%

+2.8%1 yearTotal return+16.3%

+21.6%3 years · per year$10,000 became $17,979 · $17,779+21.1%

+10.1%5 years · per year$10,000 became $16,151 · $17,422+11.7%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

0.41%Trailing 12-mo yield$41 · $151 a year on $10k1.51%

−15.1%Worst dropSmaller is better−8.9%

19.1%VolatilityLower is calmer12.4%

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

2–6FVAL wins

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

AVGO

not top 5

not top 5AMZN3.8%

Held in common42.3%

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

VUG vs FVAL Returns, Every Period

5Y

VanguardVUG

+10.1%

5 years, per year

FVALFidelity

+11.7%

5 years, per year

VUGFVALFaded: behind in that period

1–3FVAL wins

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

Stocks vs Income: VUG vs SCHD

YTD

VanguardVUG

+3.9%

SCHDSchwab

+34.9%

+3.9%Year to date+34.9%

−15.1%Worst drop · 1Y−6.9%

19.1%Volatility · 1Y11.7%

0.4%Yield2.9%

$233BAssets$124B

4–0SCHD wins

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

Yields: FVAL, VUG, SCHD, IWF

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

FVAL1.51%$151

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

FVAL$151 − $15 = $136

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: FVAL, VUG, SCHD, IWF

Today

77.8%most shared, VUG and IWF

FVALVUGSCHDIWF

FVAL—42.3%10.2%43.2%

VUG42.3%—0.8%77.8%

SCHD10.2%0.8%—3.6%

IWF43.2%77.8%3.6%—

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

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FVALWorst drop−8.9%12.4% vol

VUGWorst drop−15.1%19.1% 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

SCHDFVAL

+34.9%Year to date+14.2%

2.9%Yield1.5%

+37.5%Past year+16.3%

0.06%Fee0.15%

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$61.4B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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FVAL, VUG, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four