IWFG vs SCHD5YIWFGIWFGAvsBSCHDSCHDNYLI Winslow Focused Large Cap Growth ETF · $34MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+17.9%3 years · per year$16,384 · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%0.00%12-mo yield$0 · $292 on $10k2.92%
Overlap: IWFG, SCHD, VUGToday48.5%most shared, IWFG and VUGIWFGSCHDVUGIWFG—0.0%48.5%SCHD0.0%—0.8%VUG48.5%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IWFG vs SCHD5YAIWFGNYLI Winslow Focused Large Cap Growth[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureIWFGSCHDFee0.75%0.06%Cost on $10k a year$75$6Yield0.00%2.92%5 years, per year[…]+10.4%3 years, per year+17.9%+20.2%Worst drop · 1Y−17.8%−6.9%Volatility · 1Y20.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3AIWFGNYLI Winslow Focused Large Cap Growth ETFReadDesk0.75%0.00%−1.2%−5.0%−6.8%+17.9%new−17.8%$34MEnd-of-day Nov 13, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3AIWFGNYLI Winslow Focused Large Cap Growth ETFReadDesk0.75%0.00%−1.2%−5.0%−6.8%+17.9%new−17.8%$34MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: IWFG, SCHD, VUGToday48.5%most shared, IWFG and VUGIWFGSCHDVUGIWFG—0.0%48.5%SCHD0.0%—0.8%VUG48.5%0.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VUG$41 − $3 = $38IWFG$0 − $75 = −$75KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee