Compare · 3 funds side by side · dividends reinvested

SQLV, IWF and SCHD

SQLVFranklin Templeton×IWFiShares×SCHDSchwab×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,964 · 2022SCHD$16,375IWF$15,330SQLV$14,355Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three
02 / 04

SQLV, IWF and SCHD, 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%$120B1.0
Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+28.3%+16.8%+7.5%−7.7%16.5%$39M2.4
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.6
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: SQLV 2017 · IWF 2000 · SCHD 2011
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Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $120B$16,375
SCHD
IWF
iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 3.6% in common

SCHDMeasureIWF
+32.3%Year to dateJan 1 → Nov 5−6.5%
+38.7%1 yearTotal return−7.6%
+20.3%3 years · per year$10,000 became $17,414 · $17,073+19.5%
+10.4%5 years · per year$10,000 became $16,375 · $15,330+8.9%
0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%
2.98%Trailing 12-mo yield$298 · $39 a year on $10k0.39%
−6.9%Worst dropSmaller is better−14.6%
11.7%VolatilityLower is calmer19.3%
SCHDIWF Winner of the row, in its colourEach row: the bigger of the two fills its side
8–0SCHD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SCHD vs IWF: Top 5 Holdings

Today
21.7%in top 5
IWF
in top 539.6%
SCHDStockIWF
not top 5NVDA14.6%
not top 5AAPL8.5%
not top 5MSFT6.4%
not top 5GOOGL5.3%
not top 5AVGO4.7%
4.7%TXNnot top 5
4.4%PGnot top 5
4.3%HDnot top 5
4.2%KOnot top 5
4.2%AMGNnot top 5
Held in common3.6%
End-of-day Nov 5, 2026 · share of each fund
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SCHD vs IWF Returns, Every Period

5Y
SchwabSCHD
+10.4%
5 years, per year
IWFiShares
+8.9%
5 years, per year
−20%0%+20%+40%+32.3%−6.5%YTD+38.7%−7.6%1 year+20.3%+19.5%3 yrs · yr+10.4%+8.9%5 yrs · yr
SCHDIWFFaded: behind in that period
4–0SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
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Income vs Stocks: SCHD vs SQLV

YTD
SchwabSCHD
+32.3%
SQLVFranklin Templeton
+22.6%
Jan 1Nov 5+32.3%+22.6%
+32.3%Year to date+22.6%
−6.9%Worst drop · 1Y−7.7%
11.7%Volatility · 1Y16.5%
3.0%Yield1.0%
$120BAssets$39.4M
4–0SCHD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SQLV, IWF, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
IWF0.18%$18
SQLV0.60%$60
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SQLV, IWF, SCHD

1Y
2.98%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.98%$298
SQLV1.03%$103
IWF0.39%$39
End-of-day Nov 5, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$292most kept, SCHD
SCHD$298 − $6 = $292
SQLV$103 − $60 = $43
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
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Overlap: SQLV, IWF, SCHD

Today
3.6%most shared, IWF and SCHD
SQLVIWFSCHD
SQLV—0.0%0.5%
IWF0.0%—3.6%
SCHD0.5%3.6%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
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Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
−20%0%+20%+40%+60%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +38.7%SQLV +28.3%IWF −7.6%
SCHDWorst drop−6.9%11.7% vol
SQLVWorst drop−7.7%16.5% vol
IWFWorst drop−14.6%19.3% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 5+32.3%+22.6%
+32.3%Year to date+22.6%
3.0%Yield1.0%
+38.7%Past year+28.3%
0.06%Fee0.60%
4–0SCHD wins
End-of-day Nov 5, 2026
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Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+0.5%
SCHGSchwab
+0.9%
Jan 1Nov 5+0.5%+0.9%
+0.5%Year to date+0.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.1B
1–1level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.6BAssets$46.8B
2–0JEPQ wins
End-of-day Nov 5, 2026
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