Compare · 3 funds side by side · dividends reinvested

IWL, SCHD and VTV

IWLiShares×SCHDSchwab×VTVVanguard×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,953 · 2022VTV$17,585IWL$17,480SCHD$16,267Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three
02 / 04

IWL, SCHD and VTV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.9
iShares Russell Top 200 ETFUS Stock Styles · Large cap0.15%0.88%+7.4%+8.2%+22.2%+11.8%−9.8%14.1%$2.1B2.6
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: IWL 2009 · SCHD 2011 · VTV 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares Russell Top 200 ETF · $2.1B$17,480
IWL
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

IWLMeasureSCHD
+7.4%Year to dateJan 1 → Nov 6+31.4%
+8.2%1 yearTotal return+37.0%
+22.2%3 years · per year$10,000 became $18,257 · $17,266+20.0%
+11.8%5 years · per year$10,000 became $17,480 · $16,267+10.2%
0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%
0.88%Trailing 12-mo yield$88 · $300 a year on $10k3.00%
−9.8%Worst dropSmaller is better−6.9%
14.1%VolatilityLower is calmer11.7%
IWLSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

IWL vs SCHD: Top 5 Holdings

Today
IWL
31.9%in top 5
in top 521.4%
IWLStockSCHD
9.1%AAPLnot top 5
7.8%NVDAnot top 5
7.3%MSFTnot top 5
4.6%AMZNnot top 5
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
3.0%GOOGLnot top 5
Held in common8.8%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IWL vs SCHD Returns, Every Period

5Y
iSharesIWL
+11.8%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+7.4%+31.4%YTD+8.2%+37.0%1 year+22.2%+20.0%3 yrs · yr+11.8%+10.2%5 yrs · yr
IWLSCHDFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: IWL vs SCHD

YTD
iSharesIWL
+7.4%
SCHDSchwab
+31.4%
Jan 1Nov 6+7.4%+31.4%
+7.4%Year to date+31.4%
−9.8%Worst drop · 1Y−6.9%
14.1%Volatility · 1Y11.7%
0.9%Yield3.0%
$2.1BAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IWL, SCHD, VTV

Today
0.03%lowest, VTV
FundExpense ratioFee$10k
VTV0.03%$3
SCHD0.06%$6
IWL0.15%$15
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IWL, SCHD, VTV

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
VTV1.87%$187
IWL0.88%$88
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
VTV$187 − $3 = $184
IWL$88 − $15 = $73
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IWL, SCHD, VTV

Today
40.8%most shared, IWL and VTV
IWLSCHDVTV
IWL—8.8%40.8%
SCHD8.8%—17.9%
VTV40.8%17.9%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +37.0%VTV +22.9%IWL +8.2%
VTVWorst drop−6.4%10.7% vol
SCHDWorst drop−6.9%11.7% vol
IWLWorst drop−9.8%14.1% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+18.5%
+31.4%Year to date+18.5%
3.0%Yield1.9%
+37.0%Past year+22.9%
0.06%Fee0.03%
3–1SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VTV vs SCHV

YTD
VanguardVTV
+18.5%
SCHVSchwab
+16.2%
Jan 1Nov 6+18.5%+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
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com