Compare · 3 funds side by side · dividends reinvested

INFO, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

INFO, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

Harbor PanAgora Dynamic Large Cap Core ETFUS Stock Styles · Large cap0.35%0.32%+9.1%+10.7%[…][…]−9.2%14.1%$958M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: INFO 2024 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Harbor PanAgora Dynamic Large Cap Core ETF · $958M[…]

INFO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

INFOMeasureSCHD

+9.1%Year to dateJan 1 → Nov 5+32.3%

+10.7%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.32%Trailing 12-mo yield$32 · $298 a year on $10k2.98%

−9.2%Worst dropSmaller is better−6.9%

14.1%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

INFO vs SCHD: Top 5 Holdings

Today

INFO

31.3%in top 5

SCHD

in top 521.7%

INFOStockSCHD

8.4%AAPLnot top 5

7.9%NVDAnot top 5

6.5%MSFTnot top 5

5.0%GOOGLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.6%AMZNnot top 5

Held in common4.4%

End-of-day Nov 5, 2026 · share of each fund

INFO vs SCHD Returns, Every Period

HarborINFO

+10.7%

past year

SCHDSchwab

+38.7%

past year

INFOSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: INFO vs SCHD

YTD

HarborINFO

+9.1%

SCHDSchwab

+32.3%

+9.1%Year to date+32.3%

−9.2%Worst drop · 1Y−6.9%

14.1%Volatility · 1Y11.7%

0.3%Yield3.0%

$958MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFO, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

INFO0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: INFO, SCHD, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IWF0.39%$39

INFO0.32%$32

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IWF$39 − $18 = $21

INFO$32 − $35 = −$3

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: INFO, SCHD, IWF

Today

48.6%most shared, INFO and IWF

INFOSCHDIWF

INFO—4.4%48.6%

SCHD4.4%—3.6%

IWF48.6%3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

INFOWorst drop−9.2%14.1% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDINFO

+32.3%Year to date+9.1%

3.0%Yield0.3%

+38.7%Past year+10.7%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026