Compare · 2 funds side by side · dividends reinvested

IQSU and SCHG

IQSUNY Life Investments×SCHGSchwab×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,712SCHG · best of the two

02 / 04

IQSU and SCHG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI Candriam U.S. Large Cap Equity ETFLow-Cost Core · US large cap0.09%0.93%+12.4%+13.7%+20.7%+10.3%−11.2%14.3%$334M1.4

Schwab U.S. Large-Cap Growth ETFLow-Cost Core · US large cap0.04%0.41%+5.5%+3.2%+25.4%+12.1%−16.0%16.9%$61.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IQSU 2019 · SCHG 2009

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Candriam U.S. Large Cap Equity ETF · $334M$16,337

IQSU

SCHG

Schwab U.S. Large-Cap Growth ETF · $61.1B$17,712

$10,000 five years ago, dividends reinvested · they hold 55.3% in common

IQSUMeasureSCHG

+12.4%Year to dateJan 1 → Nov 3+5.5%

+13.7%1 yearTotal return+3.2%

+20.7%3 years · per year$10,000 became $17,573 · $19,730+25.4%

+10.3%5 years · per year$10,000 became $16,337 · $17,712+12.1%

0.09%Expense ratio$9 · $4 a year on $10k · lower is better0.04%

0.93%Trailing 12-mo yield$93 · $41 a year on $10k0.41%

−11.2%Worst dropSmaller is better−16.0%

14.3%VolatilityLower is calmer16.9%

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

5–3IQSU wins

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

More Ways to See the Pairs

IQSU vs SCHG: Top 5 Holdings

Today

IQSU

29.4%in top 5

SCHG

in top 542.9%

IQSUStockSCHG

10.8%AAPL12.0%

not top 5NVDA11.9%

5.5%MSFT9.1%

4.9%AMZN5.8%

4.4%GOOGLnot top 5

not top 5AVGO4.1%

3.8%GOOGnot top 5

Held in common55.3%

End-of-day Nov 3, 2026 · share of each fund

IQSU vs SCHG Returns, Every Period

NY Life InvestmentsIQSU

+10.3%

5 years, per year

SCHGSchwab

+12.1%

5 years, per year

IQSUSCHGFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IQSU vs SCHG

YTD

NY Life InvestmentsIQSU

+12.4%

SCHGSchwab

+5.5%

+12.4%Year to date+5.5%

−11.2%Worst drop · 1Y−16.0%

14.3%Volatility · 1Y16.9%

0.9%Yield0.4%

$334MAssets$61.1B

4–0IQSU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IQSU, SCHG

Today

0.04%lowest, SCHG

FundExpense ratioFee$10k

SCHG0.04%$4

IQSU0.09%$9

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IQSU, SCHG

0.93%highest, IQSU

FundTrailing yieldYield$10k

IQSU0.93%$93

SCHG0.41%$41

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$84most kept, IQSU

IQSU$93 − $9 = $84

SCHG$41 − $4 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IQSU, SCHG

Today

55.3%most shared, IQSU and SCHG

IQSUSCHG

IQSU—55.3%

SCHG55.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%IQSU, at 14.3% volatility

IQSUWorst drop−11.2%14.3% vol

SCHGWorst drop−16.0%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IQSUSCHG

+12.4%Year to date+5.5%

0.9%Yield0.4%

+13.7%Past year+3.2%

0.09%Fee0.04%

3–1IQSU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026