Compare · 4 funds side by side · dividends reinvested

IJS, VUG, SCHD and VO

IJSiShares×VUGVanguard×SCHDSchwab×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

IJS, VUG, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.5B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IJS 2000 · VUG 2004 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,632

IJS

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

IJSMeasureVUG

+18.9%Year to dateJan 1 → Nov 9+4.2%

+24.5%1 yearTotal return+4.7%

+17.5%3 years · per year$10,000 became $16,208 · $18,569+22.9%

+6.4%5 years · per year$10,000 became $13,632 · $16,565+10.6%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.38%Trailing 12-mo yield$138 · $41 a year on $10k0.41%

−9.3%Worst dropSmaller is better−15.1%

16.3%VolatilityLower is calmer19.1%

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

5–3IJS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJS vs VUG: Top 5 Holdings

Today

IJS

4.8%in top 5

VUG

in top 545.2%

IJSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.0%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%EPAMnot top 5

0.9%JXNnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IJS vs VUG Returns, Every Period

iSharesIJS

+6.4%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

IJSVUGFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IJS vs SCHD

YTD

iSharesIJS

+18.9%

SCHDSchwab

+33.2%

+18.9%Year to date+33.2%

−9.3%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.8%

1.4%Yield3.0%

$7.5BAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJS, VUG, SCHD, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

SCHD0.06%$6

IJS0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IJS, VUG, SCHD, VO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IJS1.38%$138

VO1.35%$135

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VO$135 − $3 = $132

IJS$138 − $18 = $120

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IJS, VUG, SCHD, VO

Today

10.2%most shared, VUG and VO

IJSVUGSCHDVO

IJS—0.0%1.1%0.0%

VUG0.0%—0.8%10.2%

SCHD1.1%0.8%—6.9%

VO0.0%10.2%6.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

IJSWorst drop−9.3%16.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJS

+33.2%Year to date+18.9%

3.0%Yield1.4%

+39.1%Past year+24.5%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026