Compare · 2 funds side by side · dividends reinvested

IWMW and SCHD

IWMWiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

IWMW and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

iShares Russell 2000 BuyWrite ETFUS Stock Styles · Small cap0.39%20.06%+10.6%+9.4%[…][…]−7.9%12.8%$54M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWMW 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 BuyWrite ETF · $54M[…]

IWMW

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

IWMWMeasureSCHD

+10.6%Year to dateJan 1 → Nov 6+31.4%

+9.4%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

20.06%Trailing 12-mo yield$2,006 · $300 a year on $10k3.00%

−7.9%Worst dropSmaller is better−6.9%

12.8%VolatilityLower is calmer11.7%

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

1–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWMW vs SCHD: Top 5 Holdings

Today

IWMW

1.8%in top 5

SCHD

in top 521.4%

IWMWStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common1.4%

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

IWMW vs SCHD Returns, Every Period

iSharesIWMW

+9.4%

past year

SCHDSchwab

+37.0%

past year

IWMWSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: IWMW vs SCHD

YTD

iSharesIWMW

+10.6%

SCHDSchwab

+31.4%

+10.6%Year to date+31.4%

−7.9%Worst drop · 1Y−6.9%

12.8%Volatility · 1Y11.7%

20.1%Yield3.0%

$54.1MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: IWMW, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWMW0.39%$39

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

Yields: IWMW, SCHD

20.06%highest, IWMW

FundTrailing yieldYield$10k

IWMW20.06%$2,006

SCHD3.00%$300

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

Income After Fees on $10,000

$1,967most kept, IWMW

IWMW$2,006 − $39 = $1,967

SCHD$300 − $6 = $294

KeptFee

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

Overlap: IWMW, SCHD

Today

1.4%most shared, IWMW and SCHD

IWMWSCHD

IWMW—1.4%

SCHD1.4%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWMWWorst drop−7.9%12.8% vol

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

Paid More vs Made More

YTD

IWMWSCHD

+10.6%Year to date+31.4%

20.1%Yield3.0%

+9.4%Past year+37.0%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

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