Compare · 3 funds side by side · dividends reinvested

SCHD, SMLL and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SCHD, SMLL and IWF, 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%$120B1.0

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.3%+10.7%[…][…]−12.1%17.5%$13M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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: SCHD 2011 · SMLL 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

SMLL

Harbor Active Small Cap ETF (SMLL) · $13M[…]

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

SCHDMeasureSMLL

+31.4%Year to dateJan 1 → Nov 6+12.3%

+37.0%1 yearTotal return+10.7%

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $80 a year on $10k · lower is better0.80%

3.00%Trailing 12-mo yield$300 · $211 a year on $10k2.11%

−6.9%Worst dropSmaller is better−12.1%

11.7%VolatilityLower is calmer17.5%

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

6–0SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs SMLL: Top 5 Holdings

Today

SCHD

21.4%in top 5

SMLL

in top 522.9%

SCHDStockSMLL

not top 5POOL5.8%

not top 5MORN5.7%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

not top 5PCTY4.1%

4.1%AMGNnot top 5

not top 5WTFC3.8%

not top 5DOCS3.6%

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs SMLL Returns, Every Period

SchwabSCHD

+37.0%

past year

SMLLHarbor

+10.7%

past year

SCHDSMLLFaded: behind in that period

2–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs SMLL

YTD

SchwabSCHD

+31.4%

SMLLHarbor

+12.3%

+31.4%Year to date+12.3%

−6.9%Worst drop · 1Y−12.1%

11.7%Volatility · 1Y17.5%

3.0%Yield2.1%

$120BAssets$13.4M

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, SMLL, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

SMLL0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, SMLL, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SMLL2.11%$211

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SMLL$211 − $80 = $131

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, SMLL, IWF

Today

3.7%most shared, SCHD and IWF

SCHDSMLLIWF

SCHD—0.2%3.7%

SMLL0.2%—0.1%

IWF3.7%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SMLLWorst drop−12.1%17.5% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMLL

+31.4%Year to date+12.3%

3.0%Yield2.1%

+37.0%Past year+10.7%

0.06%Fee0.80%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026