Compare · 3 funds side by side · dividends reinvested

SCHD, SSCP 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

SCHD, SSCP 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

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.0

SMART Small Cap ETFUS Stock Styles · Small cap0.79%0.00%[…][…][…][…][…][…]$14M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · SSCP 2026 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,375

SCHD

SSCP

SMART Small Cap ETF · $14M[…]

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

SCHDMeasureSSCP

+32.3%Year to dateJan 1 → Nov 5[…]

+38.7%1 yearTotal return[…]

+20.3%3 years · per year$10,000 became $17,414 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $79 a year on $10k · lower is better0.79%

2.98%Trailing 12-mo yield$298 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–0SCHD wins

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

More Ways to See the Pairs

SCHD vs SSCP: Top 5 Holdings

Today

SCHD

21.7%in top 5

SSCP

in top 535.5%

SCHDStockSSCP

not top 5VIA7.9%

not top 5QNST7.6%

not top 5MAX7.1%

not top 5GCT6.7%

not top 5PAYS6.2%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common0.0%

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

SCHD vs SSCP Returns, Every Period

SchwabSCHD

+38.7%

past year

SSCPSmart

[…]

past year

Returns […]

SCHDSSCPFaded: behind in that period

0–0Level

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

Income vs Stocks: SCHD vs IWF

YTD

SchwabSCHD

+32.3%

IWFiShares

−6.5%

+32.3%Year to date−6.5%

−6.9%Worst drop · 1Y−14.6%

11.7%Volatility · 1Y19.3%

3.0%Yield0.4%

$123BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SSCP, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

SSCP0.79%$79

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

Yields: SCHD, SSCP, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IWF0.39%$39

SSCP0.00%$0

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IWF$39 − $18 = $21

SSCP$0 − $79 = −$79

KeptFee

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

Overlap: SCHD, SSCP, IWF

Today

3.6%most shared, SCHD and IWF

SCHDSSCPIWF

SCHD—0.0%3.6%

SSCP0.0%—0.0%

IWF3.6%0.0%—

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

IWFWorst drop−14.6%19.3% vol

SSCPWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDIWF

+32.3%Year to date−6.5%

3.0%Yield0.4%

+38.7%Past year−7.6%

0.06%Fee0.18%

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