Compare · 3 funds side by side · dividends reinvested

LTAX, SCHD and IWF

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

02 / 04

LTAX, SCHD and IWF, 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

Nomura Tax-Free USA ETFUS Stock Styles · Large cap0.39%3.21%[…][…][…][…][…][…]$7M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.0

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: LTAX 2026 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Tax-Free USA ETF · $7M[…]

LTAX

SCHD

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

$10,000 five years ago, dividends reinvested

LTAXMeasureSCHD

[…]Year to dateJan 1 → Nov 4+35.3%

[…]1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

3.21%Trailing 12-mo yield$321 · $291 a year on $10k2.91%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.5%

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

1–1Level

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

More Ways to See the Pairs

LTAX vs SCHD: Top 5 Holdings

Today

LTAX

[…]in top 5

SCHD

in top 521.6%

LTAXStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

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

LTAX vs SCHD Returns, Every Period

NomuraLTAX

[…]

past year

SCHDSchwab

+41.6%

past year

Returns […]

LTAXSCHDFaded: behind in that period

0–0Level

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

Stocks vs Income: LTAX vs SCHD

YTD

NomuraLTAX

[…]

SCHDSchwab

+35.3%

[…]Year to date+35.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

3.2%Yield2.9%

$7.2MAssets$123B

1–0LTAX wins

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

Cost, Income and Risk

Fees: LTAX, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

LTAX0.39%$39

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

Yields: LTAX, SCHD, IWF

3.21%highest, LTAX

FundTrailing yieldYield$10k

LTAX3.21%$321

SCHD2.91%$291

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

LTAX$321 − $39 = $282

IWF$37 − $18 = $19

KeptFee

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

Overlap: LTAX, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

LTAXSCHDIWF

LTAX—[…][…]

SCHD[…]—3.6%

IWF[…]3.6%—

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

IWFWorst drop−15.6%18.3% vol

LTAXWorst drop[…][…]

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

Paid More vs Made More

YTD

LTAXSCHD

[…]Year to date+35.3%

3.2%Yield2.9%

[…]Past year+41.6%

0.39%Fee0.06%

1–1level

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