Compare · 3 funds side by side · dividends reinvested

SLYV, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

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

Story of the three · RiskSmallest drop

SLYV, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.0

State Street SPDR S&P 600 Small Cap Value ETFUS Stock Styles · Small cap0.15%1.93%+18.2%+20.1%+16.8%+6.0%−9.4%16.2%$5.0B2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: SLYV 2000 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 600 Small Cap Value ETF · $5.0B$13,378

SLYV

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

SLYV

More Ways to See the Pairs

SLYV vs SCHD: Top 5 Holdings

Today

SLYV

4.8%in top 5

SCHD

in top 521.7%

SLYVStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SLYV, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SLYV0.15%$15

IWF0.18%$18

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SLYV, SCHD, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

+18.2%Year to dateJan 1 → Nov 12+34.2%

+20.1%1 yearTotal return+36.8%

+16.8%3 years · per year$10,000 became $15,923 · $17,257+19.9%

+6.0%5 years · per year$10,000 became $13,378 · $16,429+10.4%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.93%Trailing 12-mo yield$193 · $293 a year on $10k2.93%

−9.4%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.0%MTCHnot top 5

1.0%PAYCnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

0.9%EPAMnot top 5

Held in common1.1%

End-of-day Nov 12, 2026 · share of each fund

SLYV vs SCHD Returns, Every Period

5Y

SPDRSLYV

+6.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SLYVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SLYV vs SCHD

YTD

SPDRSLYV

+18.2%

SCHDSchwab

+34.2%

+18.2%Year to date+34.2%

−9.4%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.7%

1.9%Yield2.9%

$5.0BAssets$124B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

SLYV1.93%$193

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

SLYV$193 − $15 = $178

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SLYV, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

SLYVSCHDIWF

SLYV—1.1%0.0%

SCHD1.1%—3.6%

IWF0.0%3.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SLYVWorst drop−9.4%16.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSLYV

+34.2%Year to date+18.2%

2.9%Yield1.9%

+36.8%Past year+20.1%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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SLYV, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three