Compare · 2 funds side by side · dividends reinvested

IWD and SCHD

IWDiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

IWD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWD 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,870

IWD

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 11.9% in common

IWDMeasureSCHD

+27.5%Year to dateJan 1 → Nov 4+35.3%

+32.0%1 yearTotal return+41.6%

+24.5%3 years · per year$10,000 became $19,285 · $17,908+21.4%

+12.3%5 years · per year$10,000 became $17,870 · $16,881+11.0%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.33%Trailing 12-mo yield$133 · $291 a year on $10k2.91%

−6.8%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.5%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWD vs SCHD: Top 5 Holdings

Today

IWD

21.9%in top 5

SCHD

in top 521.6%

IWDStockSCHD

5.9%AMZNnot top 5

5.8%AAPLnot top 5

5.1%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.7%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common11.9%

End-of-day Nov 4, 2026 · share of each fund

IWD vs SCHD Returns, Every Period

iSharesIWD

+12.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IWDSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWD vs SCHD

YTD

iSharesIWD

+27.5%

SCHDSchwab

+35.3%

+27.5%Year to date+35.3%

−6.8%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.5%

1.3%Yield2.9%

$83.2BAssets$121B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWD0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWD, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IWD1.33%$133

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IWD$133 − $18 = $115

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWD, SCHD

Today

11.9%most shared, IWD and SCHD

IWDSCHD

IWD—11.9%

SCHD11.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

IWDWorst drop−6.8%11.2% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIWD

+35.3%Year to date+27.5%

2.9%Yield1.3%

+41.6%Past year+32.0%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026