Compare · 3 funds side by side · dividends reinvested

IWD, SCHV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

IWD, SCHV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.4

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.85%+16.2%+20.0%+20.2%+9.9%−6.9%11.8%$15.4B2.1

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.5

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: IWD 2000 · SCHV 2009 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.3B$17,201

IWD

SCHV

Schwab U.S. Large-Cap Value ETF · $15.4B$16,047

$10,000 five years ago, dividends reinvested · they hold 66.8% in common

IWDMeasureSCHV

+23.7%Year to dateJan 1 → Nov 6+16.2%

+28.0%1 yearTotal return+20.0%

+22.7%3 years · per year$10,000 became $18,455 · $17,361+20.2%

+11.5%5 years · per year$10,000 became $17,201 · $16,047+9.9%

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

1.37%Trailing 12-mo yield$137 · $185 a year on $10k1.85%

−6.8%Worst dropSmaller is better−6.9%

11.6%VolatilityLower is calmer11.8%

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

6–2IWD wins

End-of-day Nov 6, 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

22.6%in top 5

SCHV

in top 512.9%

IWDStockSCHV

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

2.8%BRK-B3.6%

2.4%JPM3.0%

not top 5XOM2.3%

not top 5JNJ2.2%

not top 5WMT1.9%

Held in common66.8%

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

IWD vs SCHV Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

SCHVSchwab

+9.9%

5 years, per year

IWDSCHVFaded: behind in that period

4–0IWD wins

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

Stocks vs Core: IWD vs SCHV

YTD

iSharesIWD

+23.7%

SCHVSchwab

+16.2%

+23.7%Year to date+16.2%

−6.8%Worst drop · 1Y−6.9%

11.6%Volatility · 1Y11.8%

1.4%Yield1.8%

$83.3BAssets$15.4B

3–1IWD wins

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

Cost, Income and Risk

Fees: IWD, SCHV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHV0.04%$4

IWD0.18%$18

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

Yields: IWD, SCHV, VOO

1.85%highest, SCHV

FundTrailing yieldYield$10k

SCHV1.85%$185

IWD1.37%$137

VOO1.10%$110

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

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

IWD$137 − $18 = $119

VOO$110 − $3 = $107

KeptFee

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

Overlap: IWD, SCHV, VOO

Today

66.8%most shared, IWD and SCHV

IWDSCHVVOO

IWD—66.8%57.7%

SCHV66.8%—40.4%

VOO57.7%40.4%—

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

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

SCHVWorst drop−6.9%11.8% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

SCHVIWD

+16.2%Year to date+23.7%

1.8%Yield1.4%

+20.0%Past year+28.0%

0.04%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026