Compare · 2 funds side by side · dividends reinvested

IWN and SCHD

IWNiShares×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the two · RiskSmallest drop

IWN and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.0

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.53%+18.6%+21.7%+19.4%+5.8%−8.5%16.0%$13.9B2.0

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: IWN 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

IWN

iShares Russell 2000 Value ETF · $13.9B$13,259

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

SCHDMeasureIWN

+34.9%

More Ways to See the Pairs

SCHD vs IWN: Top 5 Holdings

Today

SCHD

21.8%in top 5

IWN

in top 53.0%

SCHDStockIWN

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: IWN, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWN0.24%$24

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IWN, SCHD

1Y

2.92%highest, SCHD

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+18.6%

+37.5%1 yearTotal return+21.7%

+20.2%3 years · per year$10,000 became $17,374 · $17,019+19.4%

+10.4%5 years · per year$10,000 became $16,418 · $13,259+5.8%

0.06%Expense ratio$6 · $24 a year on $10k · lower is better0.24%

2.92%Trailing 12-mo yield$292 · $153 a year on $10k1.53%

−6.9%Worst dropSmaller is better−8.5%

11.7%VolatilityLower is calmer16.0%

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

8–0SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5VSAT0.6%

not top 5JXN0.6%

not top 5CTRE0.6%

not top 5UMBF0.6%

not top 5ONB0.5%

Held in common1.0%

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

SCHD vs IWN Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

IWNiShares

+5.8%

5 years, per year

SCHDIWNFaded: behind in that period

4–0SCHD wins

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

Income vs Stocks: SCHD vs IWN

YTD

SchwabSCHD

+34.9%

IWNiShares

+18.6%

+34.9%Year to date+18.6%

−6.9%Worst drop · 1Y−8.5%

11.7%Volatility · 1Y16.0%

2.9%Yield1.5%

$124BAssets$13.9B

4–0SCHD wins

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

$10k

SCHD2.92%$292

IWN1.53%$153

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

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

IWN$153 − $24 = $129

KeptFee

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

Overlap: IWN, SCHD

Today

1.0%most shared, IWN and SCHD

IWNSCHD

IWN—1.0%

SCHD1.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWNWorst drop−8.5%16.0% vol

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

Paid More vs Made More

YTD

SCHDIWN

+34.9%Year to date+18.6%

2.9%Yield1.5%

+37.5%Past year+21.7%

0.06%Fee0.24%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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IWN and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two