Compare · 3 funds side by side · dividends reinvested

ISCG, VO and SCHD

02 / 04

Search ETFs and stocks

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 · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

ISCG, VO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.0

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.65%+12.3%+13.2%+19.1%+3.7%−11.4%18.8%$962M2.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: ISCG 2004 · VO 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

VO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

VOMeasure

More Ways to See the Pairs

VO vs SCHD: Top 5 Holdings

Today

VO

5.3%in top 5

SCHD

in top 521.7%

VOStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

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 11, 2026 · fee on $10,000 a year

Yields: ISCG, VO, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SCHD

+15.0%Year to dateJan 1 → Nov 11+34.6%

+15.0%1 yearTotal return+39.3%

+18.8%3 years · per year$10,000 became $16,782 · $17,234+19.9%

+6.9%5 years · per year$10,000 became $13,944 · $16,418+10.4%

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

1.33%Trailing 12-mo yield$133 · $293 a year on $10k2.93%

−8.2%Worst dropSmaller is better−6.9%

13.1%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common6.9%

End-of-day Nov 11, 2026 · share of each fund

VO vs SCHD Returns, Every Period

5Y

VanguardVO

+6.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VOSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VO vs SCHD

YTD

VanguardVO

+15.0%

SCHDSchwab

+34.6%

+15.0%Year to date+34.6%

−8.2%Worst drop · 1Y−6.9%

13.1%Volatility · 1Y11.8%

1.3%Yield2.9%

$103BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VO1.33%$133

ISCG0.65%$65

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VO$133 − $3 = $130

ISCG$65 − $6 = $59

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ISCG, VO, SCHD

Today

6.9%most shared, VO and SCHD

ISCGVOSCHD

ISCG—0.5%0.9%

VO0.5%—6.9%

SCHD0.9%6.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

ISCGWorst drop−11.4%18.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVO

+34.6%Year to date+15.0%

2.9%Yield1.3%

+39.3%Past year+15.0%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

ISCG, VO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three