Compare · 3 funds side by side · dividends reinvested

SCHD, PSAI and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

SCHD, PSAI and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B1.9

Pacer Funds Trust - Pacer S&P 500 3AI Top 100 ETFUS Stock Styles · Large cap0.49%0.09%[…][…][…][…][…][…]$2M3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · PSAI 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

PSAI

Pacer Funds Trust - Pacer S&P 500 3AI Top 100 ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 11.3% in common

SCHDMeasurePSAI

+33.2%Year to dateJan 1 → Nov 9[…]

+39.1%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $49 a year on $10k · lower is better0.49%

2.96%Trailing 12-mo yield$296 · $9 a year on $10k0.09%

−6.9%Worst dropSmaller is better[…]

11.8%VolatilityLower is calmer[…]

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

2–0SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs PSAI: Top 5 Holdings

Today

SCHD

21.4%in top 5

PSAI

in top 57.5%

SCHDStockPSAI

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5EG1.9%

not top 5APA1.4%

not top 5AIZ1.4%

not top 5NEM1.4%

not top 5VLO1.4%

Held in common11.3%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs PSAI Returns, Every Period

SchwabSCHD

+39.1%

past year

PSAIPacer

[…]

past year

Returns […]

SCHDPSAIFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs IWF

YTD

SchwabSCHD

+33.2%

IWFiShares

−2.5%

+33.2%Year to date−2.5%

−6.9%Worst drop · 1Y−14.6%

11.8%Volatility · 1Y19.5%

3.0%Yield0.4%

$122BAssets$118B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, PSAI, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

PSAI0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, PSAI, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

IWF0.38%$38

PSAI0.09%$9

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

PSAI$9 − $49 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, PSAI, IWF

Today

11.3%most shared, SCHD and PSAI

SCHDPSAIIWF

SCHD—11.3%3.6%

PSAI11.3%—3.6%

IWF3.6%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.5% vol

PSAIWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIWF

+33.2%Year to date−2.5%

3.0%Yield0.4%

+39.1%Past year−2.2%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026