Compare · 3 funds side by side · dividends reinvested

PWB, SCHD and VUG

PWBInvesco×SCHDSchwab×VUGVanguard×
$5k$10k$15k$20k$25kLow $7,150 · 2022PWB$17,370SCHD$16,267VUG$16,124Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,370PWB · best of the three
02 / 04

PWB, SCHD and VUG, 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%$120B1.5
Invesco Large Cap Growth ETFUS Stock Styles · Growth0.55%0.00%+7.3%+5.6%+26.1%+11.7%−20.4%26.6%$2.5B2.3
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: PWB 2005 · SCHD 2011 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
Invesco Large Cap Growth ETF · $2.5B$17,370
PWB
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

PWBMeasureSCHD
+7.3%Year to dateJan 1 → Nov 6+31.4%
+5.6%1 yearTotal return+37.0%
+26.1%3 years · per year$10,000 became $20,069 · $17,266+20.0%
+11.7%5 years · per year$10,000 became $17,370 · $16,267+10.2%
0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%
0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%
−20.4%Worst dropSmaller is better−6.9%
26.6%VolatilityLower is calmer11.7%
PWBSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD 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

PWB vs SCHD: Top 5 Holdings

Today
PWB
21.4%in top 5
in top 521.4%
PWBStockSCHD
not top 5PG4.5%
not top 5HD4.3%
4.3%AAPLnot top 5
4.3%COSTnot top 5
not top 5TXN4.3%
4.3%LLYnot top 5
not top 5KO4.3%
4.3%Vnot top 5
4.2%MAnot top 5
not top 5AMGN4.1%
Held in common3.5%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

PWB vs SCHD Returns, Every Period

5Y
InvescoPWB
+11.7%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+7.3%+31.4%YTD+5.6%+37.0%1 year+26.1%+20.0%3 yrs · yr+11.7%+10.2%5 yrs · yr
PWBSCHDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: PWB vs SCHD

YTD
InvescoPWB
+7.3%
SCHDSchwab
+31.4%
Jan 1Nov 6+7.3%+31.4%
+7.3%Year to date+31.4%
−20.4%Worst drop · 1Y−6.9%
26.6%Volatility · 1Y11.7%
0.0%Yield3.0%
$2.5BAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: PWB, SCHD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
PWB0.55%$55
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: PWB, SCHD, VUG

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
VUG0.42%$42
PWB0.00%$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
VUG$42 − $3 = $39
PWB$0 − $55 = −$55
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: PWB, SCHD, VUG

Today
43.4%most shared, PWB and VUG
PWBSCHDVUG
PWB—3.5%43.4%
SCHD3.5%—0.8%
VUG43.4%0.8%—
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
0%+10%+20%+30%+40%+50%0%10%20%30%Volatility · 1 year → bumpierSCHD +37.0%PWB +5.6%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
VUGWorst drop−15.1%19.0% vol
PWBWorst drop−20.4%26.6% 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%+7.3%
+31.4%Year to date+7.3%
3.0%Yield0.0%
+37.0%Past year+5.6%
0.06%Fee0.55%
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