Compare · 3 funds side by side · dividends reinvested

RWK, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,831RWK · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

RWK, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.1

Invesco S&P MidCap 400 Revenue ETFUS Stock Styles · Mid cap0.39%1.03%+18.3%+21.4%+18.1%+11.0%−11.1%16.2%$1.3B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: RWK 2008 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P MidCap 400 Revenue ETF · $1.3B$16,831

RWK

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

RWKMeasure

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RWK vs SCHD: Top 5 Holdings

Today

RWK

13.4%in top 5

SCHD

in top 521.4%

RWKStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: RWK, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

RWK0.39%$39

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

Yields: RWK, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SCHD

+18.3%Year to dateJan 1 → Nov 10+33.8%

+21.4%1 yearTotal return+38.8%

+18.1%3 years · per year$10,000 became $16,466 · $17,062+19.5%

+11.0%5 years · per year$10,000 became $16,831 · $16,428+10.4%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

1.03%Trailing 12-mo yield$103 · $294 a year on $10k2.94%

−11.1%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.6%ACInot top 5

3.1%PFGCnot top 5

2.5%AALnot top 5

2.4%SNXnot top 5

1.8%MOHnot top 5

Held in common3.1%

End-of-day Nov 10, 2026 · share of each fund

RWK vs SCHD Returns, Every Period

5Y

InvescoRWK

+11.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

RWKSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: RWK vs SCHD

YTD

InvescoRWK

+18.3%

SCHDSchwab

+33.8%

+18.3%Year to date+33.8%

−11.1%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.8%

1.0%Yield2.9%

$1.3BAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

RWK1.03%$103

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

RWK$103 − $39 = $64

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: RWK, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

RWKSCHDIWF

RWK—3.1%1.8%

SCHD3.1%—3.6%

IWF1.8%3.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

RWKWorst drop−11.1%16.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDRWK

+33.8%Year to date+18.3%

2.9%Yield1.0%

+38.8%Past year+21.4%

0.06%Fee0.39%

4–0SCHD wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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RWK, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three