Compare · 4 funds side by side · dividends reinvested

ISCG, SCHD, IWF and VUG

ISCGiShares×SCHDSchwab×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,153VUG · best of the four

02 / 04

ISCG, SCHD, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.0%+21.2%+5.0%−11.4%18.0%$974M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: ISCG 2004 · SCHD 2011 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $974M$12,768

ISCG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

ISCGMeasureSCHD

+12.3%Year to dateJan 1 → Nov 4+35.3%

+13.0%1 yearTotal return+41.6%

+21.2%3 years · per year$10,000 became $17,783 · $17,908+21.4%

+5.0%5 years · per year$10,000 became $12,768 · $16,881+11.0%

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

0.65%Trailing 12-mo yield$65 · $291 a year on $10k2.91%

−11.4%Worst dropSmaller is better−6.9%

18.0%VolatilityLower is calmer11.5%

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

0–7SCHD wins

End-of-day Nov 4, 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

4.1%in top 5

SCHD

in top 521.7%

ISCGStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.1%OKTAnot top 5

1.0%TEAMnot top 5

0.7%GHnot top 5

0.7%ROKUnot top 5

0.6%RBRKnot top 5

Held in common0.9%

End-of-day Nov 4, 2026 · share of each fund

ISCG vs SCHD Returns, Every Period

iSharesISCG

+5.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ISCGSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs SCHD

YTD

iSharesISCG

+12.3%

SCHDSchwab

+35.3%

+12.3%Year to date+35.3%

−11.4%Worst drop · 1Y−6.9%

18.0%Volatility · 1Y11.5%

0.6%Yield2.9%

$974MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, SCHD, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

SCHD0.06%$6

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ISCG, SCHD, IWF, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ISCG0.65%$65

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ISCG$65 − $6 = $59

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ISCG, SCHD, IWF, VUG

Today

78.0%most shared, IWF and VUG

ISCGSCHDIWFVUG

ISCG—0.9%1.8%0.2%

SCHD0.9%—3.6%0.8%

IWF1.8%3.6%—78.0%

VUG0.2%0.8%78.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

ISCGWorst drop−11.4%18.0% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDISCG

+35.3%Year to date+12.3%

2.9%Yield0.6%

+41.6%Past year+13.0%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026