Compare · 3 funds side by side · dividends reinvested

SCHD, USMF and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

SCHD, USMF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.0

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.32%−1.5%−0.2%+10.3%+5.7%−10.6%13.3%$232M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: SCHD 2011 · USMF 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $122B$16,428

SCHD

USMF

WisdomTree U.S. Multifactor Fund · $232M$13,175

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

SCHD

More Ways to See the Pairs

SCHD vs USMF: Top 5 Holdings

Today

SCHD

21.4%in top 5

USMF

in top 515.1%

SCHDStockUSMF

not top 5AAPL4.9%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

Cost, Income and Risk

Fees: SCHD, USMF, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

USMF0.28%$28

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

Yields: SCHD, USMF, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

USMF

+33.8%Year to dateJan 1 → Nov 10−1.5%

+38.8%1 yearTotal return−0.2%

+19.5%3 years · per year$10,000 became $17,062 · $13,401+10.3%

+10.4%5 years · per year$10,000 became $16,428 · $13,175+5.7%

0.06%Expense ratio$6 · $28 a year on $10k · lower is better0.28%

2.94%Trailing 12-mo yield$294 · $132 a year on $10k1.32%

−6.9%Worst dropSmaller is better−10.6%

11.8%VolatilityLower is calmer13.3%

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

8–0SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%AMGNnot top 5

not top 5GOOGL3.6%

not top 5NVDA3.5%

not top 5LLY1.7%

not top 5AVGO1.4%

Held in common8.1%

End-of-day Nov 10, 2026 · share of each fund

SCHD vs USMF Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

USMFWisdomTree

+5.7%

5 years, per year

SCHDUSMFFaded: behind in that period

4–0SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs USMF

YTD

SchwabSCHD

+33.8%

USMFWisdomTree

−1.5%

+33.8%Year to date−1.5%

−6.9%Worst drop · 1Y−10.6%

11.8%Volatility · 1Y13.3%

2.9%Yield1.3%

$122BAssets$232M

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

USMF1.32%$132

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

USMF$132 − $28 = $104

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SCHD, USMF, IWF

Today

28.9%most shared, USMF and IWF

SCHDUSMFIWF

SCHD—8.1%3.6%

USMF8.1%—28.9%

IWF3.6%28.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

USMFWorst drop−10.6%13.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDUSMF

+33.8%Year to date−1.5%

2.9%Yield1.3%

+38.8%Past year−0.2%

0.06%Fee0.28%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

SCHD, USMF and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three