Compare · 3 funds side by side · dividends reinvested

IWD, SCHV and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,410IWD · best of the three

Story of the three · IncomeMost incomeSCHV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

IWD, SCHV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B1.4

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.81%+18.8%+22.2%+19.8%+10.2%−6.9%12.0%$15.7B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: IWD 2000 · SCHV 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,410

IWD

SCHV

Schwab U.S. Large-Cap Value ETF · $15.7B$16,248

$10,000 five years ago, dividends reinvested · they hold 66.5% in common

IWDMeasure

More Ways to See the Pairs

IWD vs SCHV: Top 5 Holdings

Today

IWD

22.7%in top 5

SCHV

in top 512.9%

IWDStockSCHV

6.2%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

2.8%BRK-B3.6%

2.4%JPM

Cost, Income and Risk

Fees: IWD, SCHV, SPY

Today

0.04%lowest, SCHV

FundExpense ratioFee$10k

SCHV0.04%$4

SPY0.09%$9

IWD0.18%$18

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

Yields: IWD, SCHV, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SCHV

+26.2%Year to dateJan 1 → Nov 10+18.8%

+30.5%1 yearTotal return+22.2%

+22.2%3 years · per year$10,000 became $18,244 · $17,207+19.8%

+11.7%5 years · per year$10,000 became $17,410 · $16,248+10.2%

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

1.34%Trailing 12-mo yield$134 · $181 a year on $10k1.81%

−6.8%Worst dropSmaller is better−6.9%

11.7%VolatilityLower is calmer12.0%

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

6–2IWD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.0%

not top 5XOM2.3%

not top 5JNJ2.2%

not top 5WMT1.9%

Held in common66.5%

End-of-day Nov 10, 2026 · share of each fund

IWD vs SCHV Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

SCHVSchwab

+10.2%

5 years, per year

IWDSCHVFaded: behind in that period

4–0IWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWD vs SCHV

YTD

iSharesIWD

+26.2%

SCHVSchwab

+18.8%

+26.2%Year to date+18.8%

−6.8%Worst drop · 1Y−6.9%

11.7%Volatility · 1Y12.0%

1.3%Yield1.8%

$84.7BAssets$15.7B

3–1IWD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.81%$181

IWD1.34%$134

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$177most kept, SCHV

SCHV$181 − $4 = $177

IWD$134 − $18 = $116

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWD, SCHV, SPY

Today

66.5%most shared, IWD and SCHV

IWDSCHVSPY

IWD—66.5%61.5%

SCHV66.5%—42.8%

SPY61.5%42.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.5%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

SCHVWorst drop−6.9%12.0% vol

SPYWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHVIWD

+18.8%Year to date+26.2%

1.8%Yield1.3%

+22.2%Past year+30.5%

0.04%Fee0.18%

2–2level

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IWD, SCHV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three