Compare · 3 funds side by side · dividends reinvested

SCHD, ISCG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SCHD, ISCG and VUG, 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%$120B1.3

iShares Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.06%0.68%+6.9%+9.6%+18.7%+3.5%−11.4%18.6%$927M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · ISCG 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

ISCG

iShares Morningstar Small-Cap Growth ETF · $927M$11,876

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

VUGMeasureISCG

+0.5%Year to dateJan 1 → Nov 5+6.9%

−0.6%1 yearTotal return+9.6%

+22.8%3 years · per year$10,000 became $18,532 · $16,721+18.7%

+9.9%5 years · per year$10,000 became $16,052 · $11,876+3.5%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

0.43%Trailing 12-mo yield$43 · $68 a year on $10k0.68%

−15.1%Worst dropSmaller is better−11.4%

19.0%VolatilityLower is calmer18.6%

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

3–5ISCG wins

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

More Ways to See the Pairs

VUG vs ISCG: Top 5 Holdings

Today

VUG

45.2%in top 5

ISCG

in top 54.1%

VUGStockISCG

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5OKTA1.1%

not top 5TEAM1.0%

not top 5GH0.7%

not top 5ROKU0.7%

not top 5RBRK0.6%

Held in common0.2%

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

VUG vs ISCG Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

ISCGiShares

+3.5%

5 years, per year

VUGISCGFaded: behind in that period

2–2Level

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

Stocks vs Income: VUG vs SCHD

YTD

VanguardVUG

+0.5%

SCHDSchwab

+32.3%

+0.5%Year to date+32.3%

−15.1%Worst drop · 1Y−6.9%

19.0%Volatility · 1Y11.7%

0.4%Yield3.0%

$233BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, ISCG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

ISCG0.06%$6

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

Yields: SCHD, ISCG, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

ISCG0.68%$68

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

ISCG$68 − $6 = $62

VUG$43 − $3 = $40

KeptFee

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

Overlap: SCHD, ISCG, VUG

Today

0.9%most shared, SCHD and ISCG

SCHDISCGVUG

SCHD—0.9%0.8%

ISCG0.9%—0.2%

VUG0.8%0.2%—

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

ISCGWorst drop−11.4%18.6% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHDISCG

+32.3%Year to date+6.9%

3.0%Yield0.7%

+38.7%Past year+9.6%

0.06%Fee0.06%

3–0SCHD 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%

$120BAssets$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$59.1B

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026