Compare · 3 funds side by side · dividends reinvested

IWN, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

IWN, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.54%+17.7%+22.7%+20.4%+6.8%−8.5%15.9%$14.3B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−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 5, 2026 · returns include dividends · since: IWN 2000 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $14.3B$13,927

IWN

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

IWNMeasureSCHD

+17.7%Year to dateJan 1 → Nov 5+32.3%

+22.7%1 yearTotal return+38.7%

+20.4%3 years · per year$10,000 became $17,460 · $17,414+20.3%

+6.8%5 years · per year$10,000 became $13,927 · $16,375+10.4%

0.24%Expense ratio$24 · $6 a year on $10k · lower is better0.06%

1.54%Trailing 12-mo yield$154 · $298 a year on $10k2.98%

−8.5%Worst dropSmaller is better−6.9%

15.9%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

IWN vs SCHD: Top 5 Holdings

Today

IWN

2.9%in top 5

SCHD

in top 521.7%

IWNStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.6%CTREnot top 5

0.6%VSATnot top 5

0.5%ONBnot top 5

Held in common1.0%

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

IWN vs SCHD Returns, Every Period

iSharesIWN

+6.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IWNSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: IWN vs SCHD

YTD

iSharesIWN

+17.7%

SCHDSchwab

+32.3%

+17.7%Year to date+32.3%

−8.5%Worst drop · 1Y−6.9%

15.9%Volatility · 1Y11.7%

1.5%Yield3.0%

$14.3BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IWN, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWN0.24%$24

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

Yields: IWN, SCHD, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IWN1.54%$154

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

IWN$154 − $24 = $130

VUG$43 − $3 = $40

KeptFee

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

Overlap: IWN, SCHD, VUG

Today

1.0%most shared, IWN and SCHD

IWNSCHDVUG

IWN—1.0%0.0%

SCHD1.0%—0.8%

VUG0.0%0.8%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWNWorst drop−8.5%15.9% 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

SCHDIWN

+32.3%Year to date+17.7%

3.0%Yield1.5%

+38.7%Past year+22.7%

0.06%Fee0.24%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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$62.5B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026