Compare · 3 funds side by side · dividends reinvested

SMMV, IWF and SCHD

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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

SMMV, IWF and SCHD, 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%$123B1.1

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.55%+10.6%+13.7%+14.1%+5.9%−7.0%9.8%$282M2.3

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: SMMV 2016 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $282M$13,291

SMMV

IWF

iShares Russell 1000 Growth ETF · $117B$15,699

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

SMMV

More Ways to See the Pairs

SMMV vs IWF: Top 5 Holdings

Today

SMMV

6.9%in top 5

IWF

in top 538.7%

SMMVStockIWF

not top 5NVDA13.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: SMMV, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

SMMV0.20%$20

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

Yields: SMMV, IWF, SCHD

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

IWF

+10.6%Year to dateJan 1 → Nov 10−3.4%

+13.7%1 yearTotal return−2.9%

+14.1%3 years · per year$10,000 became $14,846 · $16,897+19.1%

+5.9%5 years · per year$10,000 became $13,291 · $15,699+9.4%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

1.55%Trailing 12-mo yield$155 · $38 a year on $10k0.38%

−7.0%Worst dropSmaller is better−14.6%

9.8%VolatilityLower is calmer19.5%

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

5–3SMMV wins

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

4.8%

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.3%ADCnot top 5

Held in common0.6%

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

SMMV vs IWF Returns, Every Period

5Y

iSharesSMMV

+5.9%

5 years, per year

IWFiShares

+9.4%

5 years, per year

SMMVIWFFaded: behind in that period

2–2Level

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

Stocks vs Income: SMMV vs SCHD

YTD

iSharesSMMV

+10.6%

SCHDSchwab

+33.8%

+10.6%Year to date+33.8%

−7.0%Worst drop · 1Y−6.9%

9.8%Volatility · 1Y11.8%

1.6%Yield2.9%

$282MAssets$123B

3–1SCHD wins

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

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

SMMV1.55%$155

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

SMMV$155 − $20 = $135

IWF$38 − $18 = $20

KeptFee

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

Overlap: SMMV, IWF, SCHD

Today

3.6%most shared, IWF and SCHD

SMMVIWFSCHD

SMMV—0.6%1.4%

IWF0.6%—3.6%

SCHD1.4%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

SMMVWorst drop−7.0%9.8% vol

SCHDWorst drop−6.9%11.8% 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

SCHDSMMV

+33.8%Year to date+10.6%

2.9%Yield1.6%

+38.8%Past year+13.7%

0.06%Fee0.20%

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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SMMV, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three