Compare · 3 funds side by side · dividends reinvested

NRSH, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

NRSH, 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%$120B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.3

Aztlan North America Nearshoring Stock Selection ETFUS Stock Styles · Large cap0.76%0.36%+16.3%+10.8%[…][…]−23.3%29.9%$29M2.7

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: NRSH 2023 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Aztlan North America Nearshoring Stock Selection ETF · $29M[…]

NRSH

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NRSHMeasureSCHD

+16.3%Year to dateJan 1 → Nov 6+31.4%

+10.8%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.76%Expense ratio$76 · $6 a year on $10k · lower is better0.06%

0.36%Trailing 12-mo yield$36 · $300 a year on $10k3.00%

−23.3%Worst dropSmaller is better−6.9%

29.9%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NRSH vs SCHD: Top 5 Holdings

Today

NRSH

23.7%in top 5

SCHD

in top 521.4%

NRSHStockSCHD

5.6%TENBnot top 5

5.1%QLYSnot top 5

4.6%CCInot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

4.3%MTL.TOnot top 5

4.1%LECOnot top 5

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

NRSH vs SCHD Returns, Every Period

AztlanNRSH

+10.8%

past year

SCHDSchwab

+37.0%

past year

NRSHSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: NRSH vs SCHD

YTD

AztlanNRSH

+16.3%

SCHDSchwab

+31.4%

+16.3%Year to date+31.4%

−23.3%Worst drop · 1Y−6.9%

29.9%Volatility · 1Y11.7%

0.4%Yield3.0%

$29.2MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NRSH, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

NRSH0.76%$76

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NRSH, SCHD, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IWF0.39%$39

NRSH0.36%$36

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

NRSH$36 − $76 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NRSH, SCHD, IWF

Today

4.9%most shared, NRSH and IWF

NRSHSCHDIWF

NRSH—0.0%4.9%

SCHD0.0%—3.7%

IWF4.9%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWFWorst drop−14.6%19.4% vol

NRSHWorst drop−23.3%29.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDNRSH

+31.4%Year to date+16.3%

3.0%Yield0.4%

+37.0%Past year+10.8%

0.06%Fee0.76%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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