Compare · 2 funds side by side · dividends reinvested

IWD and SCHV

IWDiShares×SCHVSchwab×

Versus in desk

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

02 / 04

IWD and SCHV, 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%$83.2B1.3

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.81%+18.4%+22.0%+21.9%+10.2%−6.9%11.3%$15.7B1.8

Rank among the two1st → 2ndFee, 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 · SCHV 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

SCHV

Schwab U.S. Large-Cap Value ETF · $15.7B$16,273

$10,000 five years ago, dividends reinvested · they hold 67.2% in common

IWDMeasureSCHV

+24.2%Year to dateJan 1 → Nov 3+18.4%

+28.4%1 yearTotal return+22.0%

+23.8%3 years · per year$10,000 became $18,980 · $18,095+21.9%

+11.4%5 years · per year$10,000 became $17,178 · $16,273+10.2%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.37%Trailing 12-mo yield$137 · $181 a year on $10k1.81%

−6.8%Worst dropSmaller is better−6.9%

11.0%VolatilityLower is calmer11.3%

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

6–2IWD wins

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 SCHV: Top 5 Holdings

Today

IWD

21.8%in top 5

SCHV

in top 512.8%

IWDStockSCHV

6.0%AAPLnot top 5

5.6%AMZNnot top 5

5.1%MSFTnot top 5

2.7%BRK-B3.4%

2.4%JPM3.0%

not top 5XOM2.4%

not top 5JNJ2.1%

not top 5WMT1.9%

Held in common67.2%

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

IWD vs SCHV Returns, Every Period

iSharesIWD

+11.4%

5 years, per year

SCHVSchwab

+10.2%

5 years, per year

IWDSCHVFaded: behind in that period

4–0IWD wins

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

Stocks vs Core: IWD vs SCHV

YTD

iSharesIWD

+24.2%

SCHVSchwab

+18.4%

+24.2%Year to date+18.4%

−6.8%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.3%

1.4%Yield1.8%

$83.2BAssets$15.7B

3–1IWD wins

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

Cost, Income and Risk

Fees: IWD, SCHV

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

IWD0.18%$18

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

Yields: IWD, SCHV

1.81%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.81%$181

IWD1.37%$137

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

Income After Fees on $10,000

$177most kept, SCHV

SCHV$181 − $4 = $177

IWD$137 − $18 = $119

KeptFee

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

Overlap: IWD, SCHV

Today

67.2%most shared, IWD and SCHV

IWDSCHV

IWD—67.2%

SCHV67.2%—

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

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% vol

SCHVWorst drop−6.9%11.3% vol

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

Paid More vs Made More

YTD

SCHVIWD

+18.4%Year to date+24.2%

1.8%Yield1.4%

+22.0%Past year+28.4%

0.04%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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