Compare · 3 funds side by side · dividends reinvested

VUG, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

VUG, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: VUG 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$17,153

VUG

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

VUGMeasureSCHD

+6.3%Year to dateJan 1 → Nov 4+35.3%

+3.4%1 yearTotal return+41.6%

+25.4%3 years · per year$10,000 became $19,712 · $17,908+21.4%

+11.4%5 years · per year$10,000 became $17,153 · $16,881+11.0%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

0.40%Trailing 12-mo yield$40 · $291 a year on $10k2.91%

−16.1%Worst dropSmaller is better−6.9%

18.2%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs SCHD: Top 5 Holdings

Today

VUG

45.2%in top 5

SCHD

in top 521.6%

VUGStockSCHD

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

not top 5TXN4.8%

4.3%AVGOnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.8%

End-of-day Nov 4, 2026 · share of each fund

VUG vs SCHD Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

VUGSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VUG vs SCHD

YTD

VanguardVUG

+6.3%

SCHDSchwab

+35.3%

+6.3%Year to date+35.3%

−16.1%Worst drop · 1Y−6.9%

18.2%Volatility · 1Y11.5%

0.4%Yield2.9%

$233BAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, SCHD, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VUG, SCHD, IWF

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VUG, SCHD, IWF

Today

77.4%most shared, VUG and IWF

VUGSCHDIWF

VUG—0.8%77.4%

SCHD0.8%—3.6%

IWF77.4%3.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVUG

+35.3%Year to date+6.3%

2.9%Yield0.4%

+41.6%Past year+3.4%

0.06%Fee0.03%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026