Compare · 4 funds side by side · dividends reinvested

TMFS, SCHD, VO and IWF

TMFSMotley Fool×SCHDSchwab×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

TMFS, SCHD, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

Motley Fool Small-Cap Growth ETFUS Stock Styles · Small cap0.85%0.00%+2.2%+6.4%+10.4%−2.0%−15.7%19.5%$53M3.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: TMFS 2018 · SCHD 2011 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Small-Cap Growth ETF · $53M$9,047

TMFS

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

TMFSMeasureSCHD

+2.2%Year to dateJan 1 → Nov 9+33.2%

+6.4%1 yearTotal return+39.1%

+10.4%3 years · per year$10,000 became $13,457 · $17,123+19.6%

−2.0%5 years · per year$10,000 became $9,047 · $16,459+10.5%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $296 a year on $10k2.96%

−15.7%Worst dropSmaller is better−6.9%

19.5%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TMFS vs SCHD: Top 5 Holdings

Today

TMFS

25.5%in top 5

SCHD

in top 521.4%

TMFSStockSCHD

6.2%QTWOnot top 5

5.3%WINGnot top 5

4.8%HQYnot top 5

4.7%GXOnot top 5

4.6%HRInot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

TMFS vs SCHD Returns, Every Period

Motley FoolTMFS

−2.0%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

TMFSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: TMFS vs SCHD

YTD

Motley FoolTMFS

+2.2%

SCHDSchwab

+33.2%

+2.2%Year to date+33.2%

−15.7%Worst drop · 1Y−6.9%

19.5%Volatility · 1Y11.8%

0.0%Yield3.0%

$52.7MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TMFS, SCHD, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

IWF0.18%$18

TMFS0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TMFS, SCHD, VO, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

VO1.35%$135

IWF0.38%$38

TMFS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VO$135 − $3 = $132

IWF$38 − $18 = $20

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TMFS, SCHD, VO, IWF

Today

9.2%most shared, VO and IWF

TMFSSCHDVOIWF

TMFS—0.0%0.0%0.1%

SCHD0.0%—6.9%3.6%

VO0.0%6.9%—9.2%

IWF0.1%3.6%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

IWFWorst drop−14.6%19.5% vol

TMFSWorst drop−15.7%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVO

+33.2%Year to date+13.6%

3.0%Yield1.4%

+39.1%Past year+15.6%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026