Compare · 4 funds side by side · dividends reinvested

ISCG, VO, SCHD and IWF

ISCGiShares×VOVanguard×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

ISCG, VO, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.67%+7.9%+9.1%+18.9%+3.6%−11.4%18.5%$927M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: ISCG 2004 · VO 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Small-Cap Growth ETF · $927M$11,960

ISCG

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

ISCGMeasureVO

+7.9%Year to dateJan 1 → Nov 6+10.6%

+9.1%1 yearTotal return+11.6%

+18.9%3 years · per year$10,000 became $16,813 · $16,701+18.6%

+3.6%5 years · per year$10,000 became $11,960 · $13,590+6.3%

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

0.67%Trailing 12-mo yield$67 · $139 a year on $10k1.39%

−11.4%Worst dropSmaller is better−8.2%

18.5%VolatilityLower is calmer12.9%

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

1–7VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISCG vs VO: Top 5 Holdings

Today

ISCG

4.0%in top 5

in top 55.3%

ISCGStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.0%TEAMnot top 5

not top 5PSX1.0%

1.0%OKTAnot top 5

not top 5PWR1.0%

0.7%ROKUnot top 5

0.7%GHnot top 5

0.6%Unot top 5

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

ISCG vs VO Returns, Every Period

iSharesISCG

+3.6%

5 years, per year

VOVanguard

+6.3%

5 years, per year

ISCGVOFaded: behind in that period

1–3VO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ISCG vs SCHD

YTD

iSharesISCG

+7.9%

SCHDSchwab

+31.4%

+7.9%Year to date+31.4%

−11.4%Worst drop · 1Y−6.9%

18.5%Volatility · 1Y11.7%

0.7%Yield3.0%

$927MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCG, VO, SCHD, 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 6, 2026 · fee on $10,000 a year

Yields: ISCG, VO, SCHD, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VO1.39%$139

ISCG0.67%$67

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VO$139 − $3 = $136

ISCG$67 − $6 = $61

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ISCG, VO, SCHD, IWF

Today

9.2%most shared, VO and IWF

ISCGVOSCHDIWF

ISCG—0.4%1.0%1.8%

VO0.4%—6.9%9.2%

SCHD1.0%6.9%—3.7%

IWF1.8%9.2%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%12.9% vol

ISCGWorst drop−11.4%18.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVO

+31.4%Year to date+10.6%

3.0%Yield1.4%

+37.0%Past year+11.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026