Compare · 2 funds side by side · dividends reinvested

IUSV and SCHD

IUSViShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,003IUSV · best of the two

02 / 04

IUSV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.65%+12.9%+15.9%+18.3%+11.2%−6.4%10.2%$28.4B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

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: IUSV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,003

IUSV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

IUSVMeasureSCHD

+12.9%Year to dateJan 1 → Nov 5+32.3%

+15.9%1 yearTotal return+38.7%

+18.3%3 years · per year$10,000 became $16,565 · $17,414+20.3%

+11.2%5 years · per year$10,000 became $17,003 · $16,375+10.4%

0.04%Expense ratio$4 · $6 a year on $10k · lower is better0.06%

1.65%Trailing 12-mo yield$165 · $298 a year on $10k2.98%

−6.4%Worst dropSmaller is better−6.9%

10.2%VolatilityLower is calmer11.7%

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

4–4Level

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

More Ways to See the Pairs

IUSV vs SCHD: Top 5 Holdings

Today

IUSV

16.8%in top 5

SCHD

in top 521.7%

IUSVStockSCHD

7.8%AAPLnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.7%AMZNnot top 5

2.1%XOMnot top 5

1.8%WMTnot top 5

1.4%COSTnot top 5

Held in common16.4%

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

IUSV vs SCHD Returns, Every Period

iSharesIUSV

+11.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IUSVSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: IUSV vs SCHD

YTD

iSharesIUSV

+12.9%

SCHDSchwab

+32.3%

+12.9%Year to date+32.3%

−6.4%Worst drop · 1Y−6.9%

10.2%Volatility · 1Y11.7%

1.6%Yield3.0%

$28.4BAssets$123B

2–2level

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

Cost, Income and Risk

Fees: IUSV, SCHD

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

SCHD0.06%$6

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

Yields: IUSV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IUSV1.65%$165

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IUSV$165 − $4 = $161

KeptFee

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

Overlap: IUSV, SCHD

Today

16.4%most shared, IUSV and SCHD

IUSVSCHD

IUSV—16.4%

SCHD16.4%—

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

IUSVWorst drop−6.4%10.2% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDIUSV

+32.3%Year to date+12.9%

3.0%Yield1.6%

+38.7%Past year+15.9%

0.06%Fee0.04%

3–1SCHD 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%

$123BAssets$109B

2–0SCHD wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026