Compare · 4 funds side by side · dividends reinvested

TMFS, VIG, SCHD and IWF

TMFSMotley Fool×VIGVanguard×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

TMFS, VIG, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.3

Motley Fool Small-Cap Growth ETFUS Stock Styles · Small cap0.85%0.00%−0.9%+2.5%+10.1%−2.3%−15.7%19.3%$53M3.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: TMFS 2018 · VIG 2006 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Small-Cap Growth ETF · $53M$8,892

TMFS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

TMFSMeasureVIG

−0.9%Year to dateJan 1 → Nov 6+12.1%

+2.5%1 yearTotal return+14.3%

+10.1%3 years · per year$10,000 became $13,354 · $16,669+18.6%

−2.3%5 years · per year$10,000 became $8,892 · $16,243+10.2%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $150 a year on $10k1.50%

−15.7%Worst dropSmaller is better−7.9%

19.3%VolatilityLower is calmer10.8%

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

0–8VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TMFS vs VIG: Top 5 Holdings

Today

TMFS

25.6%in top 5

VIG

in top 522.1%

TMFSStockVIG

6.4%QTWOnot top 5

5.3%WINGnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%HQYnot top 5

4.7%GXOnot top 5

4.5%HRInot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

TMFS vs VIG Returns, Every Period

Motley FoolTMFS

−2.3%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

TMFSVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: TMFS vs SCHD

YTD

Motley FoolTMFS

−0.9%

SCHDSchwab

+31.4%

−0.9%Year to date+31.4%

−15.7%Worst drop · 1Y−6.9%

19.3%Volatility · 1Y11.7%

0.0%Yield3.0%

$52.7MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TMFS, VIG, SCHD, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IWF0.18%$18

TMFS0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TMFS, VIG, SCHD, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VIG1.50%$150

IWF0.39%$39

TMFS0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

IWF$39 − $18 = $21

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TMFS, VIG, SCHD, IWF

Today

32.8%most shared, VIG and IWF

TMFSVIGSCHDIWF

TMFS—0.0%0.0%0.1%

VIG0.0%—14.5%32.8%

SCHD0.0%14.5%—3.7%

IWF0.1%32.8%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

TMFSWorst drop−15.7%19.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+31.4%Year to date+12.1%

3.0%Yield1.5%

+37.0%Past year+14.3%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026