Compare · 3 funds side by side · dividends reinvested

PFFA, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomePFFA · 11.26% · $1,126 a year on $10k

Story of the three · RiskSmallest drop

PFFA, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

Virtus InfraCap U.S. Preferred Stock ETFUS Stock Styles · Large cap2.11%11.26%−7.6%−6.4%+8.6%+3.3%−11.7%9.1%$2.2B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: PFFA 2018 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Virtus InfraCap U.S. Preferred Stock ETF · $2.2B$11,756

PFFA

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

PFFA

More Ways to See the Pairs

PFFA vs SCHD: Top 5 Holdings

Today

PFFA

12.9%in top 5

SCHD

in top 521.7%

PFFAStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: PFFA, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

PFFA2.11%$211

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PFFA, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHD

−7.6%Year to dateJan 1 → Nov 11+34.6%

−6.4%1 yearTotal return+39.3%

+8.6%3 years · per year$10,000 became $12,816 · $17,234+19.9%

+3.3%5 years · per year$10,000 became $11,756 · $16,418+10.4%

2.11%Expense ratio$211 · $6 a year on $10k · lower is better0.06%

11.26%Trailing 12-mo yield$1,126 · $293 a year on $10k2.93%

−11.7%Worst dropSmaller is better−6.9%

9.1%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.1%STRDnot top 5

2.8%FLG-PAnot top 5

2.4%ET-PInot top 5

2.3%TDS-PVnot top 5

2.2%RLJ-PAnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

PFFA vs SCHD Returns, Every Period

5Y

VirtusPFFA

+3.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

PFFASCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PFFA vs SCHD

YTD

VirtusPFFA

−7.6%

SCHDSchwab

+34.6%

−7.6%Year to date+34.6%

−11.7%Worst drop · 1Y−6.9%

9.1%Volatility · 1Y11.8%

11.3%Yield2.9%

$2.2BAssets$123B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

11.26%highest, PFFA

FundTrailing yieldYield$10k

PFFA11.26%$1,126

SCHD2.93%$293

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$915most kept, PFFA

PFFA$1,126 − $211 = $915

SCHD$293 − $6 = $287

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PFFA, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

PFFASCHDIWF

PFFA—0.0%0.0%

SCHD0.0%—3.7%

IWF0.0%3.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

PFFAWorst drop−11.7%9.1% vol

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PFFASCHD

−7.6%Year to date+34.6%

11.3%Yield2.9%

−6.4%Past year+39.3%

2.11%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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PFFA, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three