Compare · 3 funds side by side · dividends reinvested

HAIL, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

HAIL, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.1

State Street SPDR S&P Kensho Smart Mobility ETFUS Stock Styles · Large cap0.45%2.17%−5.7%−12.4%+8.6%−10.1%−31.8%31.9%$16M2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: HAIL 2017 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Smart Mobility ETF · $16M$5,880

HAIL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

HAILMeasureSCHD

−5.7%Year to dateJan 1 → Nov 6+31.4%

−12.4%1 yearTotal return+37.0%

+8.6%3 years · per year$10,000 became $12,793 · $17,266+20.0%

−10.1%5 years · per year$10,000 became $5,880 · $16,267+10.2%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

2.17%Trailing 12-mo yield$217 · $300 a year on $10k3.00%

−31.8%Worst dropSmaller is better−6.9%

31.9%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAIL vs SCHD: Top 5 Holdings

Today

HAIL

13.6%in top 5

SCHD

in top 521.4%

HAILStockSCHD

4.7%VIAnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.5%HMCnot top 5

2.4%LYFTnot top 5

2.1%GMnot top 5

1.9%ALSNnot top 5

Held in common2.5%

End-of-day Nov 6, 2026 · share of each fund

HAIL vs SCHD Returns, Every Period

SPDRHAIL

−10.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

HAILSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: HAIL vs SCHD

YTD

SPDRHAIL

−5.7%

SCHDSchwab

+31.4%

−5.7%Year to date+31.4%

−31.8%Worst drop · 1Y−6.9%

31.9%Volatility · 1Y11.7%

2.2%Yield3.0%

$16.3MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAIL, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

HAIL0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HAIL, SCHD, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

HAIL2.17%$217

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

HAIL$217 − $45 = $172

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HAIL, SCHD, IWF

Today

4.5%most shared, HAIL and IWF

HAILSCHDIWF

HAIL—2.5%4.5%

SCHD2.5%—3.7%

IWF4.5%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWFWorst drop−14.6%19.4% vol

HAILWorst drop−31.8%31.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIWF

+31.4%Year to date−5.3%

3.0%Yield0.4%

+37.0%Past year−6.5%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026