Compare · 3 funds side by side · dividends reinvested

ISCG, SCHD and VUG

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

ISCG, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.66%+10.5%+11.7%+18.6%+3.2%−11.4%18.8%$959M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: ISCG 2004 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

SCHD

More Ways to See the Pairs

SCHD vs VUG: Top 5 Holdings

Today

SCHD

21.8%in top 5

VUG

in top 545.2%

SCHDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

4.8%TXNnot top 5

Cost, Income and Risk

Fees: ISCG, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ISCG0.06%$6

SCHD0.06%$6

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: ISCG, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

VUG

+34.9%Year to dateJan 1 → Nov 13+3.9%

+37.5%1 yearTotal return+2.8%

+20.2%3 years · per year$10,000 became $17,374 · $17,979+21.6%

+10.4%5 years · per year$10,000 became $16,418 · $16,151+10.1%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

2.92%Trailing 12-mo yield$292 · $41 a year on $10k0.41%

−6.9%Worst dropSmaller is better−15.1%

11.7%VolatilityLower is calmer19.1%

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

6–2SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%PGnot top 5

not top 5AVGO4.3%

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

Held in common0.8%

End-of-day Nov 13, 2026 · share of each fund

SCHD vs VUG Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

SCHDVUGFaded: behind in that period

3–1SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs ISCG

YTD

SchwabSCHD

+34.9%

ISCGiShares

+10.5%

+34.9%Year to date+10.5%

−6.9%Worst drop · 1Y−11.4%

11.7%Volatility · 1Y18.8%

2.9%Yield0.7%

$124BAssets$959M

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

ISCG0.66%$66

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

ISCG$66 − $6 = $60

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ISCG, SCHD, VUG

Today

0.9%most shared, ISCG and SCHD

ISCGSCHDVUG

ISCG—0.9%0.2%

SCHD0.9%—0.8%

VUG0.2%0.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

ISCGWorst drop−11.4%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDISCG

+34.9%Year to date+10.5%

2.9%Yield0.7%

+37.5%Past year+11.7%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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ISCG, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three