Compare · 3 funds side by side · dividends reinvested

IWD, VTV and SCHV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,842VTV · best of the three

02 / 04

IWD, VTV and SCHV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.4

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. Large-Cap Value ETFLow-Cost Core · US large cap0.04%1.81%+18.4%+22.0%+21.9%+10.2%−6.9%11.3%$15.7B2.8

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 · VTV 2004 · SCHV 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

VTV

Vanguard Morningstar Value ETF · $184B$17,842

$10,000 five years ago, dividends reinvested · they hold 63.8% in common

IWDMeasureVTV

+24.2%Year to dateJan 1 → Nov 3+21.0%

+28.4%1 yearTotal return+25.0%

+23.8%3 years · per year$10,000 became $18,980 · $18,466+22.7%

+11.4%5 years · per year$10,000 became $17,178 · $17,842+12.3%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.37%Trailing 12-mo yield$137 · $183 a year on $10k1.83%

−6.8%Worst dropSmaller is better−6.4%

11.0%VolatilityLower is calmer10.1%

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

3–5VTV 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 VTV: Top 5 Holdings

Today

IWD

21.8%in top 5

VTV

in top 515.8%

IWDStockVTV

6.0%AAPLnot top 5

5.6%AMZNnot top 5

5.1%MSFTnot top 5

not top 5MU4.6%

2.4%JPM3.3%

2.7%BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common63.8%

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

IWD vs VTV Returns, Every Period

iSharesIWD

+11.4%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

IWDVTVFaded: behind in that period

3–1IWD wins

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

IWD vs VTV

YTD

iSharesIWD

+24.2%

VTVVanguard

+21.0%

+24.2%Year to date+21.0%

−6.8%Worst drop · 1Y−6.4%

11.0%Volatility · 1Y10.1%

1.4%Yield1.8%

$83.2BAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: IWD, VTV, SCHV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCHV0.04%$4

IWD0.18%$18

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

Yields: IWD, VTV, SCHV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SCHV1.81%$181

IWD1.37%$137

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SCHV$181 − $4 = $177

IWD$137 − $18 = $119

KeptFee

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

Overlap: IWD, VTV, SCHV

Today

74.9%most shared, VTV and SCHV

IWDVTVSCHV

IWD—63.8%67.2%

VTV63.8%—74.9%

SCHV67.2%74.9%—

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

Return vs Bumpiness: 3 ETFs

+28.4%IWD, at 11.0% volatility

VTVWorst drop−6.4%10.1% vol

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

VTVIWD

+21.0%Year to date+24.2%

1.8%Yield1.4%

+25.0%Past year+28.4%

0.03%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026