Compare · 3 funds side by side · dividends reinvested

LGDX, SCHD and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

LGDX, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.0

Intech S&P Large Cap Diversified Alpha ETFUS Stock Styles · Large cap0.25%0.48%+7.2%+10.1%[…][…]−9.0%14.5%$139M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: LGDX 2025 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Intech S&P Large Cap Diversified Alpha ETF · $139M[…]

LGDX

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

LGDX

More Ways to See the Pairs

LGDX vs SCHD: Top 5 Holdings

Today

LGDX

24.9%in top 5

SCHD

in top 521.4%

LGDXStockSCHD

7.6%NVDAnot top 5

5.9%AAPLnot top 5

4.7%MSFTnot top 5

not top 5PG4.4%

not top 5TXN4.3%

Cost, Income and Risk

Fees: LGDX, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

LGDX0.25%$25

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

Yields: LGDX, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+7.2%Year to dateJan 1 → Nov 10+33.8%

+10.1%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

0.48%Trailing 12-mo yield$48 · $294 a year on $10k2.94%

−9.0%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.6%GOOGLnot top 5

3.1%AVGOnot top 5

Held in common8.3%

End-of-day Nov 10, 2026 · share of each fund

LGDX vs SCHD Returns, Every Period

1Y

Intech ETFsLGDX

+10.1%

past year

SCHDSchwab

+38.8%

past year

LGDXSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: LGDX vs SCHD

YTD

Intech ETFsLGDX

+7.2%

SCHDSchwab

+33.8%

+7.2%Year to date+33.8%

−9.0%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.8%

0.5%Yield2.9%

$139MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

LGDX0.48%$48

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

LGDX$48 − $25 = $23

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: LGDX, SCHD, IWF

Today

50.1%most shared, LGDX and IWF

LGDXSCHDIWF

LGDX—8.3%50.1%

SCHD8.3%—3.6%

IWF50.1%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

LGDXWorst drop−9.0%14.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDLGDX

+33.8%Year to date+7.2%

2.9%Yield0.5%

+38.8%Past year+10.1%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

Loading…

LGDX, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three