Compare · 4 funds side by side · dividends reinvested

IWD, SCHD, VIG and VUG

IWDiShares×SCHDSchwab×VIGVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,246IWD · best of the four

02 / 04

IWD, SCHD, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$83.3B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B3.4

Rank among the four1st → 4thFee, 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: IWD 2000 · SCHD 2011 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.3B$17,246

IWD

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

IWDMeasureSCHD

+24.1%Year to dateJan 1 → Nov 5+32.3%

+29.3%1 yearTotal return+38.7%

+23.0%3 years · per year$10,000 became $18,611 · $17,414+20.3%

+11.5%5 years · per year$10,000 became $17,246 · $16,375+10.4%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.37%Trailing 12-mo yield$137 · $298 a year on $10k2.98%

−6.8%Worst dropSmaller is better−6.9%

11.6%VolatilityLower is calmer11.7%

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

4–4Level

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

More Ways to See the Pairs

IWD vs SCHD: Top 5 Holdings

Today

IWD

22.6%in top 5

SCHD

in top 521.7%

IWDStockSCHD

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common11.8%

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

IWD vs SCHD Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IWDSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: IWD vs SCHD

YTD

iSharesIWD

+24.1%

SCHDSchwab

+32.3%

+24.1%Year to date+32.3%

−6.8%Worst drop · 1Y−6.9%

11.6%Volatility · 1Y11.7%

1.4%Yield3.0%

$83.3BAssets$120B

2–2level

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

Cost, Income and Risk

Fees: IWD, SCHD, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

IWD0.18%$18

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

Yields: IWD, SCHD, VIG, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VIG1.49%$149

IWD1.37%$137

VUG0.43%$43

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

IWD$137 − $18 = $119

VUG$43 − $3 = $40

KeptFee

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

Overlap: IWD, SCHD, VIG, VUG

Today

48.2%most shared, IWD and VIG

IWDSCHDVIGVUG

IWD—11.8%48.2%22.9%

SCHD11.8%—14.5%0.8%

VIG48.2%14.5%—26.4%

VUG22.9%0.8%26.4%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

IWDWorst drop−6.8%11.6% vol

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHDIWD

+32.3%Year to date+24.1%

3.0%Yield1.4%

+38.7%Past year+29.3%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026