Compare · 2 funds side by side · dividends reinvested

IWD and SCHV

IWDiShares×SCHVSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,356IWD · best of the two

Story of the two · IncomeMost incomeSCHV · 1.80% · $180 a year on $10k

Story of the two · RiskSmallest drop

IWD and SCHV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.9B1.3

Schwab U.S. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.80%+19.3%+20.9%+20.4%+10.1%−6.9%12.0%$15.8B1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: IWD 2000 · SCHV 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.9B$17,356

IWD

SCHV

Schwab U.S. Large-Cap Value ETF · $15.8B$16,202

$10,000 five years ago, dividends reinvested · they hold 66.7% in common

IWDMeasureSCHV

+26.5%

More Ways to See the Pairs

IWD vs SCHV: Top 5 Holdings

Today

IWD

22.4%in top 5

SCHV

in top 512.9%

IWDStockSCHV

6.1%AMZNnot top 5

6.1%AAPLnot top 5

5.0%MSFTnot top 5

2.8%BRK-B3.6%

2.4%JPM

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 13, 2026 · fee on $10,000 a year

Yields: IWD, SCHV

1Y

1.80%highest, SCHV

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+19.3%

+28.6%1 yearTotal return+20.9%

+22.8%3 years · per year$10,000 became $18,519 · $17,451+20.4%

+11.7%5 years · per year$10,000 became $17,356 · $16,202+10.1%

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

1.34%Trailing 12-mo yield$134 · $180 a year on $10k1.80%

−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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.0%

not top 5XOM2.3%

not top 5JNJ2.2%

not top 5WMT1.8%

Held in common66.7%

End-of-day Nov 13, 2026 · share of each fund

IWD vs SCHV Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

SCHVSchwab

+10.1%

5 years, per year

IWDSCHVFaded: behind in that period

4–0IWD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWD vs SCHV

YTD

iSharesIWD

+26.5%

SCHVSchwab

+19.3%

+26.5%Year to date+19.3%

−6.8%Worst drop · 1Y−6.9%

11.7%Volatility · 1Y12.0%

1.3%Yield1.8%

$84.9BAssets$15.8B

3–1IWD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

SCHV1.80%$180

IWD1.34%$134

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$176most kept, SCHV

SCHV$180 − $4 = $176

IWD$134 − $18 = $116

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWD, SCHV

Today

66.7%most shared, IWD and SCHV

IWDSCHV

IWD—66.7%

SCHV66.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.6%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

SCHVWorst drop−6.9%12.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHVIWD

+19.3%Year to date+26.5%

1.8%Yield1.3%

+20.9%Past year+28.6%

0.04%Fee0.18%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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IWD and SCHV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two