SCHD vs USMF5YSCHDSCHDAvsBUSMFUSMFSchwab U.S. Dividend Equity ETF · $122BWisdomTree U.S. Multifactor Fund · $232MReturns · dividends in+19.5%3 years · per year$17,062 · $13,401+10.3%+10.4%5 years · per year$16,428 · $13,175+5.7%Cost and income0.06%Expense ratio$6 · $28 on $10k · lower wins0.28%2.94%
Overlap: SCHD, USMF, IWFToday28.9%most shared, USMF and IWFSCHDUSMFIWFSCHD—8.1%3.6%USMF8.1%—28.9%IWF3.6%28.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SCHD vs USMF5YASCHDSchwab U.S. Dividend Equity$16,428vsUSMFBWisdomTree U.S. Multifactor Fund$13,175$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B3BUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.32%−0.1%−1.5%−0.2%+10.3%+5.7%−10.6%$232MEnd-of-day Nov 10, 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▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B3BUSMFWisdomTree U.S. Multifactor FundReadDesk0.28%1.32%−0.1%−1.5%−0.2%+10.3%+5.7%−10.6%$232MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: SCHD, USMF, IWFToday28.9%most shared, USMF and IWFSCHDUSMFIWFSCHD—8.1%3.6%USMF8.1%—28.9%IWF3.6%28.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288USMF$132 − $28 = $104IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee