Compare · 2 funds side by side · dividends reinvested

SCHD and IWF

Not found: DWAS

SCHDSchwab×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

SCHDMeasureIWF

+32.3%Year to dateJan 1 → Nov 5−6.5%

+38.7%1 yearTotal return−7.6%

+20.3%3 years · per year$10,000 became $17,414 · $17,073+19.5%

+10.4%5 years · per year$10,000 became $16,375 · $15,330+8.9%

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

2.98%Trailing 12-mo yield$298 · $39 a year on $10k0.39%

−6.9%Worst dropSmaller is better−14.6%

11.7%VolatilityLower is calmer19.3%

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

8–0SCHD wins

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

More Ways to See the Pairs

SCHD vs IWF: Top 5 Holdings

Today

SCHD

21.7%in top 5

IWF

in top 539.6%

SCHDStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common3.6%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs IWF Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

IWFiShares

+8.9%

5 years, per year

SCHDIWFFaded: behind in that period

4–0SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs IWF

YTD

SchwabSCHD

+32.3%

IWFiShares

−6.5%

+32.3%Year to date−6.5%

−6.9%Worst drop · 1Y−14.6%

11.7%Volatility · 1Y19.3%

3.0%Yield0.4%

$120BAssets$113B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHD, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHD, IWF

Today

3.6%most shared, SCHD and IWF

SCHDIWF

SCHD—3.6%

IWF3.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIWF

+32.3%Year to date−6.5%

3.0%Yield0.4%

+38.7%Past year−7.6%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026