Compare · 3 funds side by side · dividends reinvested

SCHD, OSCV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

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

Story of the three · RiskSmallest drop

SCHD, OSCV 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%$123B1.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+13.1%+14.1%+11.8%+4.9%−9.1%12.4%$636M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: SCHD 2011 · OSCV 2018 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,428

SCHD

OSCV

Opus Small Cap Value Plus ETF · $636M$12,678

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

SCHD

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SCHD vs OSCV: Top 5 Holdings

Today

SCHD

21.4%in top 5

OSCV

in top 514.7%

SCHDStockOSCV

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCHD, OSCV, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

OSCV0.79%$79

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

Yields: SCHD, OSCV, 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%

$123BAssets$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%

Measure

OSCV

+33.8%Year to dateJan 1 → Nov 10+13.1%

+38.8%1 yearTotal return+14.1%

+19.5%3 years · per year$10,000 became $17,062 · $13,965+11.8%

+10.4%5 years · per year$10,000 became $16,428 · $12,678+4.9%

0.06%Expense ratio$6 · $79 a year on $10k · lower is better0.79%

2.94%Trailing 12-mo yield$294 · $111 a year on $10k1.11%

−6.9%Worst dropSmaller is better−9.1%

11.8%VolatilityLower is calmer12.4%

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

8–0SCHD wins

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

not top 5CASH&OTH3.5%

not top 5THG2.9%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.6%

Held in common0.4%

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

SCHD vs OSCV Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

OSCVAptus

+4.9%

5 years, per year

SCHDOSCVFaded: behind in that period

4–0SCHD wins

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

Income vs Stocks: SCHD vs OSCV

YTD

SchwabSCHD

+33.8%

OSCVAptus

+13.1%

+33.8%Year to date+13.1%

−6.9%Worst drop · 1Y−9.1%

11.8%Volatility · 1Y12.4%

2.9%Yield1.1%

$123BAssets$636M

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

OSCV1.11%$111

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

OSCV$111 − $79 = $32

IWF$38 − $18 = $20

KeptFee

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

Overlap: SCHD, OSCV, IWF

Today

3.6%most shared, SCHD and IWF

SCHDOSCVIWF

SCHD—0.4%3.6%

OSCV0.4%—0.0%

IWF3.6%0.0%—

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

OSCVWorst drop−9.1%12.4% 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

SCHDOSCV

+33.8%Year to date+13.1%

2.9%Yield1.1%

+38.8%Past year+14.1%

0.06%Fee0.79%

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$61.0B

1–1level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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SCHD, OSCV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three