Compare · 3 funds side by side · dividends reinvested

MMSC, SCHD and IWF

MMSCFirst Trust×SCHDSchwab×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,959 · 2022SCHD$16,267IWF$15,441MMSC$11,900Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

MMSC, SCHD and IWF, 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%$120B1.1
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4
First Trust Multi-Manager Small Cap Opportunities ETFUS Stock Styles · Small cap0.95%0.00%+6.5%+5.7%+21.0%+3.5%−15.3%24.6%$52M2.5
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: MMSC 2021 · SCHD 2011 · IWF 2000
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Head to Head

5Y
First Trust Multi-Manager Small Cap Opportunities ETF · $52M$11,900
MMSC
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

MMSCMeasureSCHD
+6.5%Year to dateJan 1 → Nov 6+31.4%
+5.7%1 yearTotal return+37.0%
+21.0%3 years · per year$10,000 became $17,714 · $17,266+20.0%
+3.5%5 years · per year$10,000 became $11,900 · $16,267+10.2%
0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%
0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%
−15.3%Worst dropSmaller is better−6.9%
24.6%VolatilityLower is calmer11.7%
MMSCSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

MMSC vs SCHD: Top 5 Holdings

Today
MMSC
7.6%in top 5
in top 521.4%
MMSCStockSCHD
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
2.1%XMTRnot top 5
1.5%ZETAnot top 5
1.4%VRNSnot top 5
1.4%OLLInot top 5
1.3%FCFSnot top 5
Held in common0.2%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

MMSC vs SCHD Returns, Every Period

5Y
First TrustMMSC
+3.5%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+6.5%+31.4%YTD+5.7%+37.0%1 year+21.0%+20.0%3 yrs · yr+3.5%+10.2%5 yrs · yr
MMSCSCHDFaded: behind in that period
1–3SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: MMSC vs SCHD

YTD
First TrustMMSC
+6.5%
SCHDSchwab
+31.4%
Jan 1Nov 6+6.5%+31.4%
+6.5%Year to date+31.4%
−15.3%Worst drop · 1Y−6.9%
24.6%Volatility · 1Y11.7%
0.0%Yield3.0%
$51.8MAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: MMSC, SCHD, IWF

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
IWF0.18%$18
MMSC0.95%$95
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: MMSC, SCHD, IWF

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
IWF0.39%$39
MMSC0.00%$0
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
IWF$39 − $18 = $21
MMSC$0 − $95 = −$95
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: MMSC, SCHD, IWF

Today
3.7%most shared, SCHD and IWF
MMSCSCHDIWF
MMSC—0.2%1.1%
SCHD0.2%—3.7%
IWF1.1%3.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
−20%0%+20%+40%+60%5%10%15%20%25%30%Volatility · 1 year → bumpierSCHD +37.0%MMSC +5.7%IWF −6.5%
SCHDWorst drop−6.9%11.7% vol
IWFWorst drop−14.6%19.4% vol
MMSCWorst drop−15.3%24.6% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+6.5%
+31.4%Year to date+6.5%
3.0%Yield0.0%
+37.0%Past year+5.7%
0.06%Fee0.95%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+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
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com