Compare · 4 funds side by side · dividends reinvested

ISCG, IJR, SCHD and IWF

ISCGiShares×IJRiShares×SCHDSchwab×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

Story of the four · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the four · RiskSmallest drop

ISCG, IJR, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$106B2.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.9%+13.1%+18.1%+3.7%−11.4%18.8%$962M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: ISCG 2004 · IJR 2000 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small-Cap Growth ETF · $962M$12,018

ISCG

More Ways to See the Pairs

ISCG vs IJR: Top 5 Holdings

Today

ISCG

3.7%in top 5

IJR

in top 52.6%

ISCGStockIJR

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%GHnot top 5

0.6%Unot top 5

not top 5VSAT0.6%

Cost, Income and Risk

Fees: ISCG, IJR, SCHD, IWF

Today

0.06%lowest, ISCG

FundExpense ratioFee$10k

ISCG0.06%$6

IJR0.06%$6

SCHD0.06%$6

IWF0.18%$18

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IJR

iShares Core S&P Small-Cap ETF · $106B$13,218

$10,000 five years ago, dividends reinvested · they hold 25.0% in common

ISCGMeasureIJR

+10.9%Year to dateJan 1 → Nov 10+18.5%

+13.1%1 yearTotal return+21.3%

+18.1%3 years · per year$10,000 became $16,491 · $15,695+16.2%

+3.7%5 years · per year$10,000 became $12,018 · $13,218+5.7%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

0.65%Trailing 12-mo yield$65 · $121 a year on $10k1.21%

−11.4%Worst dropSmaller is better−9.7%

18.8%VolatilityLower is calmer16.3%

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

1–6IJR wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%NBIXnot top 5

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5VSXY0.5%

not top 5MTCH0.5%

Held in common25.0%

End-of-day Nov 10, 2026 · share of each fund

ISCG vs IJR Returns, Every Period

5Y

iSharesISCG

+3.7%

5 years, per year

IJRiShares

+5.7%

5 years, per year

ISCGIJRFaded: behind in that period

1–3IJR wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs SCHD

YTD

iSharesISCG

+10.9%

SCHDSchwab

+33.8%

+10.9%Year to date+33.8%

−11.4%Worst drop · 1Y−6.9%

18.8%Volatility · 1Y11.8%

0.7%Yield2.9%

$962MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: ISCG, IJR, SCHD, IWF

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

IJR1.21%$121

ISCG0.65%$65

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

IJR$121 − $6 = $115

ISCG$65 − $6 = $59

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ISCG, IJR, SCHD, IWF

Today

25.0%most shared, ISCG and IJR

ISCGIJRSCHDIWF

ISCG—25.0%0.9%1.8%

IJR25.0%—1.2%0.1%

SCHD0.9%1.2%—3.6%

IWF1.8%0.1%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IJRWorst drop−9.7%16.3% vol

ISCGWorst drop−11.4%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJR

+33.8%Year to date+18.5%

2.9%Yield1.2%

+38.8%Past year+21.3%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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ISCG, IJR, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four