Compare · 4 funds side by side · dividends reinvested

ISCG, VIG, SCHD and IJR

ISCGiShares×VIGVanguard×SCHDSchwab×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the four · RiskSmallest drop

ISCG, VIG, SCHD and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.8

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+10.9%+13.1%+18.1%+3.7%−11.4%18.8%$967M3.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: ISCG 2004 · VIG 2006 · SCHD 2011 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Small-Cap Growth ETF · $967M$12,018

ISCG

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ISCG vs SCHD: Top 5 Holdings

Today

ISCG

3.7%in top 5

SCHD

in top 521.4%

ISCGStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: ISCG, VIG, SCHD, IJR

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ISCG0.06%$6

SCHD0.06%$6

IJR0.06%$6

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

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

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

ISCGMeasureSCHD

+10.9%Year to dateJan 1 → Nov 10+33.8%

+13.1%1 yearTotal return+38.8%

+18.1%3 years · per year$10,000 became $16,491 · $17,062+19.5%

+3.7%5 years · per year$10,000 became $12,018 · $16,428+10.4%

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

0.65%Trailing 12-mo yield$65 · $294 a year on $10k2.94%

−11.4%Worst dropSmaller is better−6.9%

18.8%VolatilityLower is calmer11.8%

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

0–7SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%OKTAnot top 5

0.8%TEAMnot top 5

0.7%GHnot top 5

0.6%Unot top 5

0.6%NBIXnot top 5

Held in common0.9%

End-of-day Nov 10, 2026 · share of each fund

ISCG vs SCHD Returns, Every Period

5Y

iSharesISCG

+3.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ISCGSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs SCHD

YTD

iSharesISCG

+10.9%

SCHDSchwab

+33.8%

+10.9%Year to date+33.8%

−11.4%Worst drop · 1Y−6.9%

18.8%Volatility · 1Y11.8%

0.7%Yield2.9%

$967MAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: ISCG, VIG, SCHD, IJR

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VIG1.46%$146

IJR1.21%$121

ISCG0.65%$65

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

IJR$121 − $6 = $115

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ISCG, VIG, SCHD, IJR

Today

25.0%most shared, ISCG and IJR

ISCGVIGSCHDIJR

ISCG—2.7%0.9%25.0%

VIG2.7%—14.5%0.7%

SCHD0.9%14.5%—1.2%

IJR25.0%0.7%1.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

IJRWorst drop−9.7%16.3% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJR

+33.8%Year to date+18.5%

2.9%Yield1.2%

+38.8%Past year+21.3%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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ISCG, VIG, SCHD and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four