Compare · 3 funds side by side · dividends reinvested

SCHD, SQLT 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, SQLT 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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.1

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.49%[…][…][…][…][…][…]$7M2.5

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 · SQLT 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SCHDMeasureSQLT

+31.4%Year to dateJan 1 → Nov 6[…]

+37.0%1 yearTotal return[…]

+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 · $20 a year on $10k · lower is better0.20%

3.00%Trailing 12-mo yield$300 · $49 a year on $10k0.49%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–0SCHD 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 SQLT: Top 5 Holdings

Today

SCHD

21.4%in top 5

SQLT

in top 55.0%

SCHDStockSQLT

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common2.7%

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

SCHD vs SQLT Returns, Every Period

SchwabSCHD

+37.0%

past year

SQLTiShares

[…]

past year

Returns […]

SCHDSQLTFaded: behind in that period

0–0Level

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

Income vs Stocks: SCHD vs SQLT

YTD

SchwabSCHD

+31.4%

SQLTiShares

[…]

+31.4%Year to date[…]

−6.9%Worst drop · 1Y[…]

11.7%Volatility · 1Y[…]

3.0%Yield0.5%

$120BAssets$6.7M

1–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SQLT, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

SQLT0.20%$20

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

Yields: SCHD, SQLT, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SQLT0.49%$49

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

SQLT$49 − $20 = $29

IWF$39 − $18 = $21

KeptFee

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

Overlap: SCHD, SQLT, IWF

Today

3.7%most shared, SCHD and IWF

SCHDSQLTIWF

SCHD—2.7%3.7%

SQLT2.7%—0.6%

IWF3.7%0.6%—

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

IWFWorst drop−14.6%19.4% vol

SQLTWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDIWF

+31.4%Year to date−5.3%

3.0%Yield0.4%

+37.0%Past year−6.5%

0.06%Fee0.18%

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026