Compare · 2 funds side by side · dividends reinvested

IUSG and SCHD

IUSGiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,437IUSG · best of the two

02 / 04

IUSG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.52%+4.8%+5.1%+24.6%+10.4%−13.0%19.1%$33.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IUSG 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Growth ETF · $33.0B$16,437

IUSG

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

IUSGMeasureSCHD

+4.8%Year to dateJan 1 → Nov 5+32.3%

+5.1%1 yearTotal return+38.7%

+24.6%3 years · per year$10,000 became $19,348 · $17,414+20.3%

+10.4%5 years · per year$10,000 became $16,437 · $16,375+10.4%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

0.52%Trailing 12-mo yield$52 · $298 a year on $10k2.98%

−13.0%Worst dropSmaller is better−6.9%

19.1%VolatilityLower is calmer11.7%

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

2–5SCHD wins

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

More Ways to See the Pairs

IUSG vs SCHD: Top 5 Holdings

Today

IUSG

39.8%in top 5

SCHD

in top 521.7%

IUSGStockSCHD

13.1%NVDAnot top 5

11.1%MSFTnot top 5

6.9%AAPLnot top 5

not top 5TXN4.7%

4.6%GOOGLnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

4.2%AVGOnot top 5

not top 5AMGN4.2%

Held in common1.0%

End-of-day Nov 5, 2026 · share of each fund

IUSG vs SCHD Returns, Every Period

iSharesIUSG

+10.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IUSGSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IUSG vs SCHD

YTD

iSharesIUSG

+4.8%

SCHDSchwab

+32.3%

+4.8%Year to date+32.3%

−13.0%Worst drop · 1Y−6.9%

19.1%Volatility · 1Y11.7%

0.5%Yield3.0%

$33.0BAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSG, SCHD

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

SCHD0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IUSG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IUSG0.52%$52

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IUSG$52 − $4 = $48

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IUSG, SCHD

Today

1.0%most shared, IUSG and SCHD

IUSGSCHD

IUSG—1.0%

SCHD1.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IUSGWorst drop−13.0%19.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIUSG

+32.3%Year to date+4.8%

3.0%Yield0.5%

+38.7%Past year+5.1%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026