Compare · 4 funds side by side · dividends reinvested

ISCG, SCHD, VO and IWF

ISCGiShares×SCHDSchwab×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

ISCG, SCHD, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B2.1

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$974M3.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$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 5, 2026 · returns include dividends · since: ISCG 2004 · SCHD 2011 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $974M$11,876

ISCG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

ISCGMeasureSCHD

+6.9%Year to dateJan 1 → Nov 5+32.3%

+9.6%1 yearTotal return+38.7%

+18.7%3 years · per year$10,000 became $16,721 · $17,414+20.3%

+3.5%5 years · per year$10,000 became $11,876 · $16,375+10.4%

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

0.68%Trailing 12-mo yield$68 · $298 a year on $10k2.98%

−11.4%Worst dropSmaller is better−6.9%

18.6%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 5, 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 5, 2026 · share of each fund

ISCG vs SCHD Returns, Every Period

iSharesISCG

+3.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ISCGSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs SCHD

YTD

iSharesISCG

+6.9%

SCHDSchwab

+32.3%

+6.9%Year to date+32.3%

−11.4%Worst drop · 1Y−6.9%

18.6%Volatility · 1Y11.7%

0.7%Yield3.0%

$974MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, SCHD, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ISCG0.06%$6

SCHD0.06%$6

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ISCG, SCHD, VO, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VO1.39%$139

ISCG0.68%$68

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VO$139 − $3 = $136

ISCG$68 − $6 = $62

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ISCG, SCHD, VO, IWF

Today

9.2%most shared, VO and IWF

ISCGSCHDVOIWF

ISCG—0.9%0.4%1.8%

SCHD0.9%—6.9%3.6%

VO0.4%6.9%—9.2%

IWF1.8%3.6%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%12.9% vol

ISCGWorst drop−11.4%18.6% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVO

+32.3%Year to date+10.7%

3.0%Yield1.4%

+38.7%Past year+12.4%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026