Compare · 3 funds side by side · dividends reinvested

IWF, SCHD and IJR

IWFiShares×SCHDSchwab×IJRiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,959 · 2022SCHD$16,267IWF$15,441IJR$13,170Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

IWF, SCHD and IJR, 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%$120B1.0
iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B2.1
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.8
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: IWF 2000 · SCHD 2011 · IJR 2000
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Head to Head

5Y
iShares Russell 1000 Growth ETF · $113B$15,441
IWF
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

IWFMeasureSCHD
−5.3%Year to dateJan 1 → Nov 6+31.4%
−6.5%1 yearTotal return+37.0%
+19.4%3 years · per year$10,000 became $17,022 · $17,266+20.0%
+9.1%5 years · per year$10,000 became $15,442 · $16,267+10.2%
0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%
0.39%Trailing 12-mo yield$39 · $300 a year on $10k3.00%
−14.6%Worst dropSmaller is better−6.9%
19.4%VolatilityLower is calmer11.7%
IWFSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
0–8SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

IWF vs SCHD: Top 5 Holdings

Today
IWF
39.8%in top 5
in top 521.4%
IWFStockSCHD
14.1%NVDAnot top 5
9.0%AAPLnot top 5
6.6%MSFTnot top 5
5.5%GOOGLnot top 5
4.5%AVGOnot top 5
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
Held in common3.7%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IWF vs SCHD Returns, Every Period

5Y
iSharesIWF
+9.1%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
−10%0%+10%+20%+30%+40%−5.3%+31.4%YTD−6.5%+37.0%1 year+19.4%+20.0%3 yrs · yr+9.1%+10.2%5 yrs · yr
IWFSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: IWF vs SCHD

YTD
iSharesIWF
−5.3%
SCHDSchwab
+31.4%
Jan 1Nov 6−5.3%+31.4%
−5.3%Year to date+31.4%
−14.6%Worst drop · 1Y−6.9%
19.4%Volatility · 1Y11.7%
0.4%Yield3.0%
$113BAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IWF, SCHD, IJR

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
IJR0.06%$6
IWF0.18%$18
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IWF, SCHD, IJR

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
IJR1.24%$124
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
IJR$124 − $6 = $118
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IWF, SCHD, IJR

Today
3.7%most shared, IWF and SCHD
IWFSCHDIJR
IWF—3.7%0.1%
SCHD3.7%—1.2%
IJR0.1%1.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
−20%0%+20%+40%+60%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%IJR +17.6%IWF −6.5%
SCHDWorst drop−6.9%11.7% vol
IJRWorst drop−9.7%16.2% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SCHDIJR
Jan 1Nov 6+31.4%+15.5%
+31.4%Year to date+15.5%
3.0%Yield1.2%
+37.0%Past year+17.6%
0.06%Fee0.06%
3–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+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
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com