Compare · 3 funds side by side · dividends reinvested

IVLU, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,675IVLU · best of the three

02 / 04

IVLU, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.36%+11.7%+20.3%+24.4%+14.5%−11.7%16.3%$4.5B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVLU 2015 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Value Factor ETF · $4.5B$19,675

IVLU

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVLUMeasureSCHD

+11.7%Year to dateJan 1 → Nov 6+31.4%

+20.3%1 yearTotal return+37.0%

+24.4%3 years · per year$10,000 became $19,249 · $17,266+20.0%

+14.5%5 years · per year$10,000 became $19,675 · $16,267+10.2%

0.31%Expense ratio$31 · $6 a year on $10k · lower is better0.06%

3.36%Trailing 12-mo yield$336 · $300 a year on $10k3.00%

−11.7%Worst dropSmaller is better−6.9%

16.3%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVLU vs SCHD: Top 5 Holdings

Today

IVLU

9.5%in top 5

SCHD

in top 521.4%

IVLUStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.3%7203.Tnot top 5

1.9%SHEL.Lnot top 5

1.9%HSBA.Lnot top 5

1.7%BATS.Lnot top 5

1.6%ROP.SWnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IVLU vs SCHD Returns, Every Period

iSharesIVLU

+14.5%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IVLUSCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IVLU vs SCHD

YTD

iSharesIVLU

+11.7%

SCHDSchwab

+31.4%

+11.7%Year to date+31.4%

−11.7%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.7%

3.4%Yield3.0%

$4.5BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVLU, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

IVLU0.31%$31

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVLU, SCHD, IWF

3.36%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.36%$336

SCHD3.00%$300

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$305most kept, IVLU

IVLU$336 − $31 = $305

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVLU, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

IVLUSCHDIWF

IVLU—0.0%0.0%

SCHD0.0%—3.7%

IWF0.0%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IVLUWorst drop−11.7%16.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVLUSCHD

+11.7%Year to date+31.4%

3.4%Yield3.0%

+20.3%Past year+37.0%

0.31%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026