Compare · 3 funds side by side · dividends reinvested

SIZE, SCHD and IWF

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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

SIZE, SCHD 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%$123B1.0

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.2%+15.0%+17.4%+7.4%−8.0%13.4%$435M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.8

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: SIZE 2013 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $435M$14,293

SIZE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

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

SIZE

More Ways to See the Pairs

SIZE vs SCHD: Top 5 Holdings

Today

SIZE

2.0%in top 5

SCHD

in top 521.4%

SIZEStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SIZE, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SIZE0.15%$15

IWF0.18%$18

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

Yields: SIZE, SCHD, 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%

$123BAssets$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

SCHD

+13.2%Year to dateJan 1 → Nov 10+33.8%

+15.0%1 yearTotal return+38.8%

+17.4%3 years · per year$10,000 became $16,174 · $17,062+19.5%

+7.4%5 years · per year$10,000 became $14,293 · $16,428+10.4%

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

1.36%Trailing 12-mo yield$136 · $294 a year on $10k2.94%

−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 10, 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 10, 2026 · share of each fund

SIZE vs SCHD Returns, Every Period

5Y

iSharesSIZE

+7.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SIZESCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: SIZE vs SCHD

YTD

iSharesSIZE

+13.2%

SCHDSchwab

+33.8%

+13.2%Year to date+33.8%

−8.0%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.8%

1.4%Yield2.9%

$435MAssets$123B

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

SIZE1.36%$136

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

SIZE$136 − $15 = $121

IWF$38 − $18 = $20

KeptFee

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

Overlap: SIZE, SCHD, IWF

Today

21.0%most shared, SIZE and IWF

SIZESCHDIWF

SIZE—9.2%21.0%

SCHD9.2%—3.6%

IWF21.0%3.6%—

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

SIZEWorst drop−8.0%13.4% 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

SCHDSIZE

+33.8%Year to date+13.2%

2.9%Yield1.4%

+38.8%Past year+15.0%

0.06%Fee0.15%

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$61.0B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SIZE, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three