Compare · 3 funds side by side · dividends reinvested

INRO, SCHD and VUG

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

02 / 04

INRO, SCHD and VUG, 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%$120B1.3

iShares U.S. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.62%+9.1%+9.7%[…][…]−9.3%15.4%$543M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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: INRO 2024 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Industry Rotation Active ETF · $543M[…]

INRO

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

INROMeasureSCHD

+9.1%Year to dateJan 1 → Nov 6+31.4%

+9.7%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.42%Expense ratio$42 · $6 a year on $10k · lower is better0.06%

0.62%Trailing 12-mo yield$62 · $300 a year on $10k3.00%

−9.3%Worst dropSmaller is better−6.9%

15.4%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

INRO vs SCHD: Top 5 Holdings

Today

INRO

28.8%in top 5

SCHD

in top 521.4%

INROStockSCHD

8.8%AAPLnot top 5

7.0%NVDAnot top 5

6.4%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.9%AMZNnot top 5

2.7%GOOGLnot top 5

Held in common8.1%

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

INRO vs SCHD Returns, Every Period

iSharesINRO

+9.7%

past year

SCHDSchwab

+37.0%

past year

INROSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: INRO vs SCHD

YTD

iSharesINRO

+9.1%

SCHDSchwab

+31.4%

+9.1%Year to date+31.4%

−9.3%Worst drop · 1Y−6.9%

15.4%Volatility · 1Y11.7%

0.6%Yield3.0%

$543MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: INRO, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

INRO0.42%$42

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

Yields: INRO, SCHD, VUG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

INRO0.62%$62

VUG0.42%$42

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

INRO$62 − $42 = $20

KeptFee

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

Overlap: INRO, SCHD, VUG

Today

53.7%most shared, INRO and VUG

INROSCHDVUG

INRO—8.1%53.7%

SCHD8.1%—0.8%

VUG53.7%0.8%—

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

INROWorst drop−9.3%15.4% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHDINRO

+31.4%Year to date+9.1%

3.0%Yield0.6%

+37.0%Past year+9.7%

0.06%Fee0.42%

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$59.7B

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