Compare · 3 funds side by side · dividends reinvested

USMF, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

USMF, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.0

WisdomTree U.S. Multifactor FundUS Stock Styles · Factor0.28%1.30%−0.1%+0.0%+10.8%+5.8%−10.6%13.4%$232M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: USMF 2017 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. Multifactor Fund · $232M$13,254

USMF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

USMF

More Ways to See the Pairs

USMF vs SCHD: Top 5 Holdings

Today

USMF

15.1%in top 5

SCHD

in top 521.7%

USMFStockSCHD

4.9%AAPLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

Cost, Income and Risk

Fees: USMF, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

USMF0.28%$28

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: USMF, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

−0.1%Year to dateJan 1 → Nov 12+34.2%

+0.0%1 yearTotal return+36.8%

+10.8%3 years · per year$10,000 became $13,617 · $17,257+19.9%

+5.8%5 years · per year$10,000 became $13,254 · $16,429+10.4%

0.28%Expense ratio$28 · $6 a year on $10k · lower is better0.06%

1.30%Trailing 12-mo yield$130 · $293 a year on $10k2.93%

−10.6%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

3.6%GOOGLnot top 5

3.5%NVDAnot top 5

1.7%LLYnot top 5

1.4%AVGOnot top 5

Held in common8.1%

End-of-day Nov 12, 2026 · share of each fund

USMF vs SCHD Returns, Every Period

5Y

WisdomTreeUSMF

+5.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

USMFSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: USMF vs SCHD

YTD

WisdomTreeUSMF

−0.1%

SCHDSchwab

+34.2%

−0.1%Year to date+34.2%

−10.6%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.7%

1.3%Yield2.9%

$232MAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

USMF1.30%$130

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

USMF$130 − $28 = $102

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: USMF, SCHD, IWF

Today

28.9%most shared, USMF and IWF

USMFSCHDIWF

USMF—8.1%28.9%

SCHD8.1%—3.6%

IWF28.9%3.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

USMFWorst drop−10.6%13.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDUSMF

+34.2%Year to date−0.1%

2.9%Yield1.3%

+36.8%Past year+0.0%

0.06%Fee0.28%

4–0SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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USMF, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three