Compare · 3 funds side by side · dividends reinvested

MLRG, SCHD and IWF

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

02 / 04

MLRG, SCHD and IWF, 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%$123B1.1

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%1.02%[…][…][…][…][…][…]$1.3B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.3

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: MLRG 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA ETF · $1.3B[…]

MLRG

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

MLRGMeasureSCHD

[…]Year to dateJan 1 → Nov 5+32.3%

[…]1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.02%Trailing 12-mo yield$102 · $298 a year on $10k2.98%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–1Level

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

More Ways to See the Pairs

MLRG vs SCHD: Top 5 Holdings

Today

MLRG

26.7%in top 5

SCHD

in top 521.7%

MLRGStockSCHD

7.5%AAPLnot top 5

7.3%NVDAnot top 5

5.6%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.7%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common8.4%

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

MLRG vs SCHD Returns, Every Period

iSharesMLRG

[…]

past year

SCHDSchwab

+38.7%

past year

Returns […]

MLRGSCHDFaded: behind in that period

0–0Level

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

Stocks vs Income: MLRG vs SCHD

YTD

iSharesMLRG

[…]

SCHDSchwab

+32.3%

[…]Year to date+32.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

1.0%Yield3.0%

$1.3BAssets$123B

1–0SCHD wins

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

Cost, Income and Risk

Fees: MLRG, SCHD, IWF

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

SCHD0.06%$6

IWF0.18%$18

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

Yields: MLRG, SCHD, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

MLRG1.02%$102

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MLRG$102 − $3 = $99

IWF$39 − $18 = $21

KeptFee

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

Overlap: MLRG, SCHD, IWF

Today

57.1%most shared, MLRG and IWF

MLRGSCHDIWF

MLRG—8.4%57.1%

SCHD8.4%—3.6%

IWF57.1%3.6%—

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

IWFWorst drop−14.6%19.3% vol

MLRGWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIWF

+32.3%Year to date−6.5%

3.0%Yield0.4%

+38.7%Past year−7.6%

0.06%Fee0.18%

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