Compare · 4 funds side by side · dividends reinvested

ISCG, SCHD, IWF and VTV

ISCGiShares×SCHDSchwab×IWFiShares×VTVVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

ISCG, SCHD, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M3.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.8

Rank among the four1st → 4thFee, 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: ISCG 2004 · SCHD 2011 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

ISCG

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

ISCGMeasureSCHD

+7.9%Year to dateJan 1 → Nov 6+31.4%

+9.1%1 yearTotal return+37.0%

+18.9%3 years · per year$10,000 became $16,813 · $17,266+20.0%

+3.6%5 years · per year$10,000 became $11,960 · $16,267+10.2%

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

0.67%Trailing 12-mo yield$67 · $300 a year on $10k3.00%

−11.4%Worst dropSmaller is better−6.9%

18.5%VolatilityLower is calmer11.7%

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

0–7SCHD wins

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

More Ways to See the Pairs

ISCG vs SCHD: Top 5 Holdings

Today

ISCG

4.0%in top 5

SCHD

in top 521.4%

ISCGStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.0%TEAMnot top 5

1.0%OKTAnot top 5

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common1.0%

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

ISCG vs SCHD Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

ISCGSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: ISCG vs SCHD

YTD

iSharesISCG

+7.9%

SCHDSchwab

+31.4%

+7.9%Year to date+31.4%

−11.4%Worst drop · 1Y−6.9%

18.5%Volatility · 1Y11.7%

0.7%Yield3.0%

$927MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ISCG, SCHD, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

ISCG0.06%$6

SCHD0.06%$6

IWF0.18%$18

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

Yields: ISCG, SCHD, IWF, VTV

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VTV1.87%$187

ISCG0.67%$67

IWF0.39%$39

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

ISCG$67 − $6 = $61

IWF$39 − $18 = $21

KeptFee

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

Overlap: ISCG, SCHD, IWF, VTV

Today

17.9%most shared, SCHD and VTV

ISCGSCHDIWFVTV

ISCG—1.0%1.8%0.0%

SCHD1.0%—3.7%17.9%

IWF1.8%3.7%—11.8%

VTV0.0%17.9%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VTVWorst drop−6.4%10.7% vol

SCHDWorst drop−6.9%11.7% vol

ISCGWorst drop−11.4%18.5% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SCHDVTV

+31.4%Year to date+18.5%

3.0%Yield1.9%

+37.0%Past year+22.9%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026