Compare · 4 funds side by side · dividends reinvested

SQLV, SCHD, VUG and IWF

SQLVFranklin Templeton×SCHDSchwab×VUGVanguard×IWFiShares×

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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

SQLV, SCHD, VUG and IWF, 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

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.02%+23.9%+28.0%+15.7%+6.6%−7.7%16.6%$40M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.5

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: SQLV 2017 · SCHD 2011 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,557

VUG

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VUG vs SCHD: Top 5 Holdings

Today

VUG

45.2%in top 5

SCHD

in top 521.7%

VUGStockSCHD

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

not top 5TXN4.6%

Cost, Income and Risk

Fees: SQLV, SCHD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

SQLV0.60%$60

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 0.8% in common

VUGMeasureSCHD

+5.1%Year to dateJan 1 → Nov 11+34.6%

+3.6%1 yearTotal return+39.3%

+22.6%3 years · per year$10,000 became $18,430 · $17,234+19.9%

+10.6%5 years · per year$10,000 became $16,557 · $16,418+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

0.41%Trailing 12-mo yield$41 · $293 a year on $10k2.93%

−15.1%Worst dropSmaller is better−6.9%

19.1%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

not top 5PG4.4%

4.3%AVGOnot top 5

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.8%

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

VUG vs SCHD Returns, Every Period

5Y

VanguardVUG

+10.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VUGSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: VUG vs SCHD

YTD

VanguardVUG

+5.1%

SCHDSchwab

+34.6%

+5.1%Year to date+34.6%

−15.1%Worst drop · 1Y−6.9%

19.1%Volatility · 1Y11.8%

0.4%Yield2.9%

$233BAssets$123B

4–0SCHD wins

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

Yields: SQLV, SCHD, VUG, IWF

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SQLV1.02%$102

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

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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

Overlap: SQLV, SCHD, VUG, IWF

Today

78.0%most shared, VUG and IWF

SQLVSCHDVUGIWF

SQLV—0.5%0.0%0.0%

SCHD0.5%—0.8%3.7%

VUG0.0%0.8%—78.0%

IWF0.0%3.7%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

SQLVWorst drop−7.7%16.6% 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

SCHDSQLV

+34.6%Year to date+23.9%

2.9%Yield1.0%

+39.3%Past year+28.0%

0.06%Fee0.60%

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%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SQLV, SCHD, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four