Compare · 3 funds side by side · dividends reinvested

MVAL, SCHD and IWF

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

02 / 04

MVAL, SCHD and IWF, 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%$123B1.0

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.54%+13.6%+19.9%[…][…]−12.2%15.1%$3M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

Rank among the three1st → 3rdFee, 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: MVAL 2024 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 9.1% in common

MVALMeasureSCHD

+13.6%Year to dateJan 1 → Nov 5+32.3%

+19.9%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

1.54%Trailing 12-mo yield$154 · $298 a year on $10k2.98%

−12.2%Worst dropSmaller is better−6.9%

15.1%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

MVAL vs SCHD: Top 5 Holdings

Today

MVAL

24.5%in top 5

SCHD

in top 521.7%

MVALStockSCHD

5.2%GEHCnot top 5

4.9%DHRnot top 5

4.8%ZBHnot top 5

4.8%BRnot top 5

not top 5TXN4.7%

4.7%BF-Bnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common9.1%

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

MVAL vs SCHD Returns, Every Period

VanEckMVAL

+19.9%

past year

SCHDSchwab

+38.7%

past year

MVALSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: MVAL vs SCHD

YTD

VanEckMVAL

+13.6%

SCHDSchwab

+32.3%

+13.6%Year to date+32.3%

−12.2%Worst drop · 1Y−6.9%

15.1%Volatility · 1Y11.7%

1.5%Yield3.0%

$3.1MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MVAL, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

MVAL0.50%$50

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

Yields: MVAL, SCHD, IWF

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

MVAL1.54%$154

IWF0.39%$39

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MVAL$154 − $50 = $104

IWF$39 − $18 = $21

KeptFee

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

Overlap: MVAL, SCHD, IWF

Today

9.2%most shared, MVAL and IWF

MVALSCHDIWF

MVAL—9.1%9.2%

SCHD9.1%—3.6%

IWF9.2%3.6%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

MVALWorst drop−12.2%15.1% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SCHDMVAL

+32.3%Year to date+13.6%

3.0%Yield1.5%

+38.7%Past year+19.9%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026