AUSF vs SCHD5YAUSFAUSFAvsBSCHDSCHDGlobal X - Adaptive U.S. Factor ETF · $901MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+20.4%3 years · per year$17,461 · $17,257+19.9%+14.2%5 years · per year$19,429 · $16,429+10.4%Cost and income0.27%Expense ratio$27 · $6 on $10k · lower wins0.06%2.43%12-mo yield$243 · $293 on $10k
Overlap: AUSF, SCHD, IWFToday17.1%most shared, AUSF and IWFAUSFSCHDIWFAUSF—12.3%17.1%SCHD12.3%—3.6%IWF17.1%3.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
AUSF vs SCHD5YAAUSFGlobal X - Adaptive U.S. Factor$19,429vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAUSFGlobal X - Adaptive U.S. Factor ETFReadDesk0.27%2.43%−0.5%+16.4%+19.3%+20.4%+14.2%−7.0%$901M2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$119.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AAUSFGlobal X - Adaptive U.S. Factor ETFReadDesk0.27%2.43%−0.5%+16.4%+19.3%+20.4%+14.2%−7.0%$901M2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$119.2BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: AUSF, SCHD, IWFToday17.1%most shared, AUSF and IWFAUSFSCHDIWFAUSF—12.3%17.1%SCHD12.3%—3.6%IWF17.1%3.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287AUSF$243 − $27 = $216IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee