Compare · 3 funds side by side · dividends reinvested

UDN, SCHD and IWF

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

02 / 04

UDN, 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%$120B1.4

Invesco DB US Dollar Index Bearish FundUS Stock Styles · Large cap0.77%3.01%−2.6%−0.3%+3.5%−0.2%−5.6%5.6%$93M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

Rank among the three1st → 3rdFee, 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: UDN 2007 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB US Dollar Index Bearish Fund · $93M$9,900

UDN

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

UDNMeasureSCHD

−2.6%Year to dateJan 1 → Nov 6+31.4%

−0.3%1 yearTotal return+37.0%

+3.5%3 years · per year$10,000 became $11,079 · $17,266+20.0%

−0.2%5 years · per year$10,000 became $9,900 · $16,267+10.2%

0.77%Expense ratio$77 · $6 a year on $10k · lower is better0.06%

3.01%Trailing 12-mo yield$301 · $300 a year on $10k3.00%

−5.6%Worst dropSmaller is better−6.9%

5.6%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

UDN vs SCHD: Top 5 Holdings

Today

UDN

94.9%in top 5

SCHD

in top 521.4%

UDNStockSCHD

94.9%AGPXXnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

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

UDN vs SCHD Returns, Every Period

InvescoUDN

−0.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

UDNSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: UDN vs SCHD

YTD

InvescoUDN

−2.6%

SCHDSchwab

+31.4%

−2.6%Year to date+31.4%

−5.6%Worst drop · 1Y−6.9%

5.6%Volatility · 1Y11.7%

3.0%Yield3.0%

$93.3MAssets$120B

2–1UDN wins

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

Cost, Income and Risk

Fees: UDN, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

UDN0.77%$77

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

Yields: UDN, SCHD, IWF

3.01%highest, UDN

FundTrailing yieldYield$10k

UDN3.01%$301

SCHD3.00%$300

IWF0.39%$39

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

UDN$301 − $77 = $224

IWF$39 − $18 = $21

KeptFee

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

Overlap: UDN, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

UDNSCHDIWF

UDN—0.0%0.0%

SCHD0.0%—3.7%

IWF0.0%3.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

UDNWorst drop−5.6%5.6% vol

SCHDWorst drop−6.9%11.7% 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

UDNSCHD

−2.6%Year to date+31.4%

3.0%Yield3.0%

−0.3%Past year+37.0%

0.77%Fee0.06%

3–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

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