Compare · 3 funds side by side · dividends reinvested

ISCG, SCHD and IWF

ISCGiShares×SCHDSchwab×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $9,058 · 2022SCHD$16,881IWF$16,559ISCG$12,768Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three
02 / 04

ISCG, SCHD and IWF, 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%$123B1.1
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%$974M2.1
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.6
Rank among the three1st → 3rdFee, 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
@TheETFTracker·theetftracker.com

Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $123B$16,881
SCHD
ISCG
iShares Morningstar Small-Cap Growth ETF · $974M$12,768

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

SCHDMeasureISCG
+35.3%Year to dateJan 1 → Nov 4+12.3%
+41.6%1 yearTotal return+13.0%
+21.4%3 years · per year$10,000 became $17,908 · $17,783+21.2%
+11.0%5 years · per year$10,000 became $16,881 · $12,768+5.0%
0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%
2.91%Trailing 12-mo yield$291 · $65 a year on $10k0.65%
−6.9%Worst dropSmaller is better−11.4%
11.5%VolatilityLower is calmer18.0%
SCHDISCG Winner of the row, in its colourEach row: the bigger of the two fills its side
7–0SCHD wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SCHD vs ISCG: Top 5 Holdings

Today
21.6%in top 5
ISCG
in top 54.1%
SCHDStockISCG
4.8%TXNnot top 5
4.3%PGnot top 5
4.2%KOnot top 5
4.2%CVXnot top 5
4.1%COPnot top 5
not top 5OKTA1.1%
not top 5TEAM1.0%
not top 5GH0.7%
not top 5ROKU0.7%
not top 5RBRK0.6%
Held in common0.9%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SCHD vs ISCG Returns, Every Period

5Y
SchwabSCHD
+11.0%
5 years, per year
ISCGiShares
+5.0%
5 years, per year
0%+10%+20%+30%+40%+50%+35.3%+12.3%YTD+41.6%+13.0%1 year+21.4%+21.2%3 yrs · yr+11.0%+5.0%5 yrs · yr
SCHDISCGFaded: behind in that period
4–0SCHD wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Stocks: SCHD vs ISCG

YTD
SchwabSCHD
+35.3%
ISCGiShares
+12.3%
Jan 1Nov 4+35.3%+12.3%
+35.3%Year to date+12.3%
−6.9%Worst drop · 1Y−11.4%
11.5%Volatility · 1Y18.0%
2.9%Yield0.6%
$123BAssets$974M
4–0SCHD wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: ISCG, SCHD, IWF

Today
0.06%lowest, ISCG
FundExpense ratioFee$10k
ISCG0.06%$6
SCHD0.06%$6
IWF0.18%$18
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: ISCG, SCHD, IWF

1Y
2.91%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.91%$291
ISCG0.65%$65
IWF0.37%$37
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$285most kept, SCHD
SCHD$291 − $6 = $285
ISCG$65 − $6 = $59
IWF$37 − $18 = $19
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: ISCG, SCHD, IWF

Today
3.6%most shared, SCHD and IWF
ISCGSCHDIWF
ISCG—0.9%1.9%
SCHD0.9%—3.6%
IWF1.9%3.6%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+41.6%SCHD, at 11.5% volatility
−20%0%+20%+40%+60%5%10%15%20%Volatility · 1 year → bumpierSCHD +41.6%ISCG +13.0%IWF −3.0%
SCHDWorst drop−6.9%11.5% vol
ISCGWorst drop−11.4%18.0% vol
IWFWorst drop−15.6%18.3% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+35.3%+12.3%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+6.3%
SCHGSchwab
+6.8%
Jan 1Nov 4+6.3%+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
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+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
@TheETFTracker·theetftracker.com