Compare · 2 funds side by side · dividends reinvested

IYW and SCHD

IYWiShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,539IYW · best of the two

02 / 04

IYW 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%$120B1.3

iShares U.S. Technology ETFSectors · Technology0.37%0.10%+20.7%+15.5%+33.0%+17.6%−16.8%25.0%$22.2B1.8

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: IYW 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Technology ETF · $22.2B$22,539

IYW

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

IYWMeasureSCHD

+20.7%Year to dateJan 1 → Nov 6+31.4%

+15.5%1 yearTotal return+37.0%

+33.0%3 years · per year$10,000 became $23,512 · $17,266+20.0%

+17.6%5 years · per year$10,000 became $22,539 · $16,267+10.2%

0.37%Expense ratio$37 · $6 a year on $10k · lower is better0.06%

0.10%Trailing 12-mo yield$10 · $300 a year on $10k3.00%

−16.8%Worst dropSmaller is better−6.9%

25.0%VolatilityLower is calmer11.7%

IYWSCHD 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

More Ways to See the Pairs

IYW vs SCHD: Top 5 Holdings

Today

IYW

56.3%in top 5

SCHD

in top 521.4%

IYWStockSCHD

18.8%AAPLnot top 5

16.0%NVDAnot top 5

15.1%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.4%METAnot top 5

3.1%AVGOnot top 5

Held in common2.4%

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

IYW vs SCHD Returns, Every Period

iSharesIYW

+17.6%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

IYWSCHDFaded: behind in that period

2–2Level

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

Sector vs Income: IYW vs SCHD

YTD

iSharesIYW

+20.7%

SCHDSchwab

+31.4%

+20.7%Year to date+31.4%

−16.8%Worst drop · 1Y−6.9%

25.0%Volatility · 1Y11.7%

0.1%Yield3.0%

$22.2BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: IYW, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IYW0.37%$37

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

Yields: IYW, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

IYW0.10%$10

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IYW$10 − $37 = −$27

KeptFee

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

Overlap: IYW, SCHD

Today

2.4%most shared, IYW and SCHD

IYWSCHD

IYW—2.4%

SCHD2.4%—

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

IYWWorst drop−16.8%25.0% vol

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

Paid More vs Made More

YTD

SCHDIYW

+31.4%Year to date+20.7%

3.0%Yield0.1%

+37.0%Past year+15.5%

0.06%Fee0.37%

4–0SCHD 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