Compare · 2 funds side by side · dividends reinvested

IWFG and SCHD

IWFGNY Life Investments×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

IWFG and SCHD, 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

NYLI Winslow Focused Large Cap Growth ETFUS Stock Styles · Growth0.75%0.00%−6.4%−8.3%+19.1%[…]−18.2%20.0%$33M2.0

Rank among the two1st → 2ndFee, 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: IWFG 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Winslow Focused Large Cap Growth ETF · $33M[…]

IWFG

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFGMeasureSCHD

−6.4%Year to dateJan 1 → Nov 6+31.4%

−8.3%1 yearTotal return+37.0%

+19.1%3 years · per year$10,000 became $16,901 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%

−18.2%Worst dropSmaller is better−6.9%

20.0%VolatilityLower is calmer11.7%

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

0–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWFG vs SCHD: Top 5 Holdings

Today

IWFG

44.8%in top 5

SCHD

in top 521.4%

IWFGStockSCHD

13.8%NVDAnot top 5

10.0%GOOGnot top 5

7.8%MSFTnot top 5

7.1%AMZNnot top 5

6.1%AAPLnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IWFG vs SCHD Returns, Every Period

NY Life InvestmentsIWFG

−8.3%

past year

SCHDSchwab

+37.0%

past year

IWFGSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWFG vs SCHD

YTD

NY Life InvestmentsIWFG

−6.4%

SCHDSchwab

+31.4%

−6.4%Year to date+31.4%

−18.2%Worst drop · 1Y−6.9%

20.0%Volatility · 1Y11.7%

0.0%Yield3.0%

$33.0MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWFG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWFG0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWFG, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IWFG0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWFG$0 − $75 = −$75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWFG, SCHD

Today

0.0%most shared, IWFG and SCHD

IWFGSCHD

IWFG—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWFGWorst drop−18.2%20.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIWFG

+31.4%Year to date−6.4%

3.0%Yield0.0%

+37.0%Past year−8.3%

0.06%Fee0.75%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026