Compare · 4 funds side by side · dividends reinvested

SIZE, SCHD, IWF and VUG

SIZEiShares×SCHDSchwab×IWFiShares×VUGVanguard×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

SIZE, SCHD, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.35%+14.5%+15.4%+18.1%+7.5%−8.0%13.4%$435M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SIZE 2013 · SCHD 2011 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $435M$14,386

SIZE

More Ways to See the Pairs

SIZE vs SCHD: Top 5 Holdings

Today

SIZE

1.9%in top 5

SCHD

in top 521.7%

SIZEStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SIZE, SCHD, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SIZE0.15%$15

IWF0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

SIZEMeasureSCHD

+14.5%Year to dateJan 1 → Nov 11+34.6%

+15.4%1 yearTotal return+39.3%

+18.1%3 years · per year$10,000 became $16,455 · $17,234+19.9%

+7.5%5 years · per year$10,000 became $14,386 · $16,418+10.4%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.35%Trailing 12-mo yield$135 · $293 a year on $10k2.93%

−8.0%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.4%SNnot top 5

0.4%OKTAnot top 5

0.4%KMBnot top 5

0.4%VMRKnot top 5

0.4%VEEVnot top 5

Held in common9.2%

End-of-day Nov 11, 2026 · share of each fund

SIZE vs SCHD Returns, Every Period

5Y

iSharesSIZE

+7.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SIZESCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SIZE vs SCHD

YTD

iSharesSIZE

+14.5%

SCHDSchwab

+34.6%

+14.5%Year to date+34.6%

−8.0%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.8%

1.3%Yield2.9%

$435MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SIZE, SCHD, IWF, VUG

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SIZE1.35%$135

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SIZE$135 − $15 = $120

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SIZE, SCHD, IWF, VUG

Today

78.0%most shared, IWF and VUG

SIZESCHDIWFVUG

SIZE—9.2%21.0%18.0%

SCHD9.2%—3.7%0.8%

IWF21.0%3.7%—78.0%

VUG18.0%0.8%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SIZEWorst drop−8.0%13.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSIZE

+34.6%Year to date+14.5%

2.9%Yield1.3%

+39.3%Past year+15.4%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

Loading…

SIZE, SCHD, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four