Compare · 3 funds side by side · dividends reinvested

ISCG, VO and SCHD

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

02 / 04

ISCG, VO and SCHD, 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%$103B2.0

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%$927M2.8

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

ISCG

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

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

VOMeasureISCG

+10.6%Year to dateJan 1 → Nov 6+7.9%

+11.6%1 yearTotal return+9.1%

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

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

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.39%Trailing 12-mo yield$139 · $67 a year on $10k0.67%

−8.2%Worst dropSmaller is better−11.4%

12.9%VolatilityLower is calmer18.5%

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

7–1VO wins

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

More Ways to See the Pairs

VO vs ISCG: Top 5 Holdings

Today

5.3%in top 5

ISCG

in top 54.0%

VOStockISCG

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

not top 5TEAM1.0%

1.0%PSXnot top 5

not top 5OKTA1.0%

1.0%PWRnot top 5

not top 5ROKU0.7%

not top 5GH0.7%

not top 5U0.6%

Held in common0.4%

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

VO vs ISCG Returns, Every Period

VanguardVO

+6.3%

5 years, per year

ISCGiShares

+3.6%

5 years, per year

VOISCGFaded: behind in that period

3–1VO wins

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

Stocks vs Income: VO vs SCHD

YTD

VanguardVO

+10.6%

SCHDSchwab

+31.4%

+10.6%Year to date+31.4%

−8.2%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.7%

1.4%Yield3.0%

$103BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ISCG, VO, SCHD

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ISCG0.06%$6

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ISCG, VO, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VO1.39%$139

ISCG0.67%$67

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

KeptFee

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

Overlap: ISCG, VO, SCHD

Today

6.9%most shared, VO and SCHD

ISCGVOSCHD

ISCG—0.4%1.0%

VO0.4%—6.9%

SCHD1.0%6.9%—

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

Return vs Bumpiness: 3 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

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 Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026