Compare · 2 funds side by side · dividends reinvested

IWV and SCHD

IWViShares×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

IWV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

iShares Russell 3000 ETFUS Stock Styles · Large cap0.20%0.91%+8.4%+9.9%+21.7%+10.3%−8.9%13.6%$19.6B1.9

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: IWV 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 3000 ETF · $19.6B$16,290

IWV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

IWVMeasureSCHD

+8.4%Year to dateJan 1 → Nov 5+32.3%

+9.9%1 yearTotal return+38.7%

+21.7%3 years · per year$10,000 became $18,023 · $17,414+20.3%

+10.3%5 years · per year$10,000 became $16,290 · $16,375+10.4%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

0.91%Trailing 12-mo yield$91 · $298 a year on $10k2.98%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

IWV vs SCHD: Top 5 Holdings

Today

IWV

24.5%in top 5

SCHD

in top 521.7%

IWVStockSCHD

6.8%AAPLnot top 5

6.3%NVDAnot top 5

5.6%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common7.8%

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

IWV vs SCHD Returns, Every Period

iSharesIWV

+10.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IWVSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: IWV vs SCHD

YTD

iSharesIWV

+8.4%

SCHDSchwab

+32.3%

+8.4%Year to date+32.3%

−8.9%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y11.7%

0.9%Yield3.0%

$19.6BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IWV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWV0.20%$20

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

Yields: IWV, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

IWV0.91%$91

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IWV$91 − $20 = $71

KeptFee

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

Overlap: IWV, SCHD

Today

7.8%most shared, IWV and SCHD

IWVSCHD

IWV—7.8%

SCHD7.8%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IWVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SCHDIWV

+32.3%Year to date+8.4%

3.0%Yield0.9%

+38.7%Past year+9.9%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026