Compare · 3 funds side by side · dividends reinvested

RSSL, 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

RSSL, 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%$123B1.0

Global X - Russell 2000 ETFUS Stock Styles · Small cap0.08%1.38%+10.6%+13.4%[…][…]−11.1%18.8%$1.4B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.8

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: RSSL 2024 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Russell 2000 ETF · $1.4B[…]

RSSL

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

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

RSSLMeasureIWF

+10.6%Year to dateJan 1 → Nov 5−6.5%

+13.4%1 yearTotal return−7.6%

[…]3 years · per year$10,000 became […] · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.08%Expense ratio$8 · $18 a year on $10k · lower is better0.18%

1.38%Trailing 12-mo yield$138 · $39 a year on $10k0.39%

−11.1%Worst dropSmaller is better−14.6%

18.8%VolatilityLower is calmer19.3%

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

6–0RSSL wins

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

More Ways to See the Pairs

RSSL vs IWF: Top 5 Holdings

Today

RSSL

1.8%in top 5

IWF

in top 539.6%

RSSLStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common0.0%

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

RSSL vs IWF Returns, Every Period

Global XRSSL

+13.4%

past year

IWFiShares

−7.6%

past year

RSSLIWFFaded: behind in that period

2–0RSSL wins

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

Stocks vs Income: RSSL vs SCHD

YTD

Global XRSSL

+10.6%

SCHDSchwab

+32.3%

+10.6%Year to date+32.3%

−11.1%Worst drop · 1Y−6.9%

18.8%Volatility · 1Y11.7%

1.4%Yield3.0%

$1.4BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: RSSL, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RSSL0.08%$8

IWF0.18%$18

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

Yields: RSSL, SCHD, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

RSSL1.38%$138

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

RSSL$138 − $8 = $130

IWF$39 − $18 = $21

KeptFee

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

Overlap: RSSL, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

RSSLSCHDIWF

RSSL—1.4%0.0%

SCHD1.4%—3.6%

IWF0.0%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

RSSLWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SCHDRSSL

+32.3%Year to date+10.6%

3.0%Yield1.4%

+38.7%Past year+13.4%

0.06%Fee0.08%

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