Compare · 3 funds side by side · dividends reinvested

IWM, SCHD and VUG

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

02 / 04

IWM, SCHD and VUG, 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%$120B1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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: IWM 2000 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$12,766

IWM

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

IWMMeasureSCHD

+11.9%Year to dateJan 1 → Nov 6+31.4%

+13.0%1 yearTotal return+37.0%

+19.6%3 years · per year$10,000 became $17,100 · $17,266+20.0%

+5.0%5 years · per year$10,000 became $12,766 · $16,267+10.2%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

1.00%Trailing 12-mo yield$100 · $300 a year on $10k3.00%

−11.1%Worst dropSmaller is better−6.9%

18.7%VolatilityLower is calmer11.7%

IWMSCHD 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

More Ways to See the Pairs

IWM vs SCHD: Top 5 Holdings

Today

IWM

1.8%in top 5

SCHD

in top 521.4%

IWMStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common1.4%

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

IWM vs SCHD Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IWMSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: IWM vs SCHD

YTD

iSharesIWM

+11.9%

SCHDSchwab

+31.4%

+11.9%Year to date+31.4%

−11.1%Worst drop · 1Y−6.9%

18.7%Volatility · 1Y11.7%

1.0%Yield3.0%

$75.4BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IWM, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWM0.19%$19

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

Yields: IWM, SCHD, VUG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IWM1.00%$100

VUG0.42%$42

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

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

Overlap: IWM, SCHD, VUG

Today

1.4%most shared, IWM and SCHD

IWMSCHDVUG

IWM—1.4%0.0%

SCHD1.4%—0.8%

VUG0.0%0.8%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHDIWM

+31.4%Year to date+11.9%

3.0%Yield1.0%

+37.0%Past year+13.0%

0.06%Fee0.19%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026