Compare · 3 funds side by side · dividends reinvested

IWF, SCHD and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

IWF, SCHD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWF 2000 · SCHD 2011 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $121B$16,559

IWF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

IWFMeasureSCHD

−0.1%Year to dateJan 1 → Nov 4+35.3%

−3.0%1 yearTotal return+41.6%

+22.3%3 years · per year$10,000 became $18,310 · $17,908+21.4%

+10.6%5 years · per year$10,000 became $16,559 · $16,881+11.0%

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

0.37%Trailing 12-mo yield$37 · $291 a year on $10k2.91%

−15.6%Worst dropSmaller is better−6.9%

18.3%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs SCHD: Top 5 Holdings

Today

IWF

39.3%in top 5

SCHD

in top 521.6%

IWFStockSCHD

15.1%NVDAnot top 5

8.1%AAPLnot top 5

6.1%MSFTnot top 5

5.1%GOOGLnot top 5

4.8%AVGOnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common3.6%

End-of-day Nov 4, 2026 · share of each fund

IWF vs SCHD Returns, Every Period

iSharesIWF

+10.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IWFSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs SCHD

YTD

iSharesIWF

−0.1%

SCHDSchwab

+35.3%

−0.1%Year to date+35.3%

−15.6%Worst drop · 1Y−6.9%

18.3%Volatility · 1Y11.5%

0.4%Yield2.9%

$121BAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, SCHD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWF, SCHD, VO

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VO1.34%$134

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VO$134 − $3 = $131

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWF, SCHD, VO

Today

9.3%most shared, IWF and VO

IWFSCHDVO

IWF—3.6%9.3%

SCHD3.6%—6.9%

VO9.3%6.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VOWorst drop−8.2%12.4% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVO

+35.3%Year to date+14.7%

2.9%Yield1.3%

+41.6%Past year+15.3%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026