Compare · 3 funds side by side · dividends reinvested

IYY, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,800IYY · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

IYY, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

iShares Dow Jones U.S. ETFUS Stock Styles · Large cap0.20%0.88%+12.2%+12.4%+21.6%+10.9%−8.9%13.8%$2.9B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IYY 2000 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Dow Jones U.S. ETF · $2.9B$16,800

IYY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

IYYMeasure

More Ways to See the Pairs

IYY vs SCHD: Top 5 Holdings

Today

IYY

25.1%in top 5

SCHD

in top 521.7%

IYYStockSCHD

7.3%AAPLnot top 5

5.9%NVDAnot top 5

5.7%MSFTnot top 5

not top 5TXN4.6%

not top 5PG4.4%

Cost, Income and Risk

Fees: IYY, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

IYY0.20%$20

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IYY, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

+12.2%Year to dateJan 1 → Nov 11+34.6%

+12.4%1 yearTotal return+39.3%

+21.6%3 years · per year$10,000 became $17,999 · $17,234+19.9%

+10.9%5 years · per year$10,000 became $16,800 · $16,418+10.4%

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

0.88%Trailing 12-mo yield$88 · $293 a year on $10k2.93%

−8.9%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.8%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common8.1%

End-of-day Nov 11, 2026 · share of each fund

IYY vs SCHD Returns, Every Period

5Y

iSharesIYY

+10.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

IYYSCHDFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IYY vs SCHD

YTD

iSharesIYY

+12.2%

SCHDSchwab

+34.6%

+12.2%Year to date+34.6%

−8.9%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.8%

0.9%Yield2.9%

$2.9BAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

IYY0.88%$88

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IYY$88 − $20 = $68

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IYY, SCHD, IWF

Today

54.8%most shared, IYY and IWF

IYYSCHDIWF

IYY—8.1%54.8%

SCHD8.1%—3.7%

IWF54.8%3.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IYYWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIYY

+34.6%Year to date+12.2%

2.9%Yield0.9%

+39.3%Past year+12.4%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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IYY, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three