Compare · 3 funds side by side · dividends reinvested

FVAL, SCHD and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,612FVAL · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

FVAL, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.51%+13.7%+18.2%+20.9%+12.0%−8.9%12.4%$1.4B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: FVAL 2016 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Value Factor ETF · $1.4B$17,612

FVAL

IWF

iShares Russell 1000 Growth ETF · $118B$15,699

$10,000 five years ago, dividends reinvested · they hold 43.2% in common

FVALMeasure

More Ways to See the Pairs

FVAL vs IWF: Top 5 Holdings

Today

FVAL

29.8%in top 5

IWF

in top 538.7%

FVALStockIWF

7.1%NVDA13.3%

8.1%AAPL8.8%

6.5%MSFT6.5%

4.4%GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: FVAL, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FVAL0.15%$15

IWF0.18%$18

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

Yields: FVAL, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IWF

+13.7%Year to dateJan 1 → Nov 10−3.4%

+18.2%1 yearTotal return−2.9%

+20.9%3 years · per year$10,000 became $17,673 · $16,897+19.1%

+12.0%5 years · per year$10,000 became $17,612 · $15,699+9.4%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.51%Trailing 12-mo yield$151 · $38 a year on $10k0.38%

−8.9%Worst dropSmaller is better−14.6%

12.4%VolatilityLower is calmer19.5%

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

8–0FVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

3.7%AMZNnot top 5

Held in common43.2%

End-of-day Nov 10, 2026 · share of each fund

FVAL vs IWF Returns, Every Period

5Y

FidelityFVAL

+12.0%

5 years, per year

IWFiShares

+9.4%

5 years, per year

FVALIWFFaded: behind in that period

4–0FVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FVAL vs SCHD

YTD

FidelityFVAL

+13.7%

SCHDSchwab

+33.8%

+13.7%Year to date+33.8%

−8.9%Worst drop · 1Y−6.9%

12.4%Volatility · 1Y11.8%

1.5%Yield2.9%

$1.4BAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

FVAL1.51%$151

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

FVAL$151 − $15 = $136

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FVAL, SCHD, IWF

Today

43.2%most shared, FVAL and IWF

FVALSCHDIWF

FVAL—10.1%43.2%

SCHD10.1%—3.6%

IWF43.2%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FVALWorst drop−8.9%12.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFVAL

+33.8%Year to date+13.7%

2.9%Yield1.5%

+38.8%Past year+18.2%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

FVAL, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three