Compare · 2 funds side by side · dividends reinvested

IWR and SCHD

IWRiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

IWR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.8B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWR 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.8B$13,915

IWR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

IWRMeasureSCHD

+16.9%Year to dateJan 1 → Nov 5+35.3%

+18.2%1 yearTotal return+41.6%

+21.2%3 years · per year$10,000 became $17,790 · $17,908+21.4%

+7.9%5 years · per year$10,000 became $14,596 · $16,881+11.0%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

1.14%Trailing 12-mo yield$114 · $291 a year on $10k2.91%

−8.2%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.5%

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

0–8SCHD wins

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

More Ways to See the Pairs

IWR vs SCHD: Top 5 Holdings

Today

IWR

3.6%in top 5

SCHD

in top 521.7%

IWRStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.8%MPCnot top 5

0.8%PSXnot top 5

0.7%SNOWnot top 5

0.7%MRNAnot top 5

0.6%NETnot top 5

Held in common5.9%

End-of-day Nov 5, 2026 · share of each fund

IWR vs SCHD Returns, Every Period

iSharesIWR

+7.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IWRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWR vs SCHD

YTD

iSharesIWR

+16.9%

SCHDSchwab

+35.3%

+16.9%Year to date+35.3%

−8.2%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.5%

1.1%Yield2.9%

$58.8BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWR0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWR, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IWR1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IWR$114 − $18 = $96

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWR, SCHD

Today

5.9%most shared, IWR and SCHD

IWRSCHD

IWR—5.9%

SCHD5.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

IWRWorst drop−8.2%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIWR

+35.3%Year to date+16.9%

2.9%Yield1.1%

+41.6%Past year+18.2%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026