Compare · 3 funds side by side · dividends reinvested

IWD, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,178IWD · best of the three

02 / 04

IWD, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: IWD 2000 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,178

IWD

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

IWDMeasureSCHD

+24.2%Year to dateJan 1 → Nov 3+32.8%

+28.4%1 yearTotal return+37.6%

+23.8%3 years · per year$10,000 became $18,980 · $17,784+21.2%

+11.4%5 years · per year$10,000 became $17,178 · $16,352+10.3%

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

1.37%Trailing 12-mo yield$137 · $297 a year on $10k2.97%

−6.8%Worst dropSmaller is better−6.9%

11.0%VolatilityLower is calmer11.4%

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

4–4Level

End-of-day Nov 3, 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

21.8%in top 5

SCHD

in top 521.4%

IWDStockSCHD

6.0%AAPLnot top 5

5.6%AMZNnot top 5

5.1%MSFTnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

2.7%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common11.9%

End-of-day Nov 3, 2026 · share of each fund

IWD vs SCHD Returns, Every Period

iSharesIWD

+11.4%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

IWDSCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWD vs SCHD

YTD

iSharesIWD

+24.2%

SCHDSchwab

+32.8%

+24.2%Year to date+32.8%

−6.8%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.4%

1.4%Yield3.0%

$83.2BAssets$121B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

IWD0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWD, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

IWD1.37%$137

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWD, SCHD, VIG

Today

48.4%most shared, IWD and VIG

IWDSCHDVIG

IWD—11.9%48.4%

SCHD11.9%—14.5%

VIG48.4%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

VIGWorst drop−7.9%10.0% vol

IWDWorst drop−6.8%11.0% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIWD

+32.8%Year to date+24.2%

3.0%Yield1.4%

+37.6%Past year+28.4%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026