Compare · 3 funds side by side · dividends reinvested

UXAP, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

UXAP, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.0

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Uncapped Accelerator ETF - AprilUS Stock Styles · Large cap0.85%0.00%+10.4%+10.2%[…][…]−10.4%15.7%$13M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: UXAP 2025 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Uncapped Accelerator ETF - April · $13M[…]

UXAP

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested

UXAP

More Ways to See the Pairs

UXAP vs SCHD: Top 5 Holdings

Today

UXAP

[…]in top 5

SCHD

in top 521.8%

UXAPStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: UXAP, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

UXAP0.85%$85

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: UXAP, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

SCHD

+10.4%Year to dateJan 1 → Nov 13+34.9%

+10.2%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

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

0.00%Trailing 12-mo yield$0 · $292 a year on $10k2.92%

−10.4%Worst dropSmaller is better−6.9%

15.7%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

UXAP vs SCHD Returns, Every Period

1Y

First TrustUXAP

+10.2%

past year

SCHDSchwab

+37.5%

past year

UXAPSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: UXAP vs SCHD

YTD

First TrustUXAP

+10.4%

SCHDSchwab

+34.9%

+10.4%Year to date+34.9%

−10.4%Worst drop · 1Y−6.9%

15.7%Volatility · 1Y11.7%

0.0%Yield2.9%

$13.0MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

IWF0.38%$38

UXAP0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

IWF$38 − $18 = $20

UXAP$0 − $85 = −$85

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: UXAP, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

UXAPSCHDIWF

UXAP—[…][…]

SCHD[…]—3.6%

IWF[…]3.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

UXAPWorst drop−10.4%15.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDUXAP

+34.9%Year to date+10.4%

2.9%Yield0.0%

+37.5%Past year+10.2%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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UXAP, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three