Compare · 3 funds side by side · dividends reinvested

SQLV, SCHD and IWF

SQLVFranklin Templeton×SCHDSchwab×IWFiShares×
$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, SCHD and IWF, 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%$123B1.0
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%$41M2.4
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6
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 · SCHD 2011 · IWF 2000
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Head to Head

5Y
iShares Russell 1000 Growth ETF · $121B$15,330
IWF
SCHD
Schwab U.S. Dividend Equity ETF · $123B$16,375

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

IWFMeasureSCHD
−6.5%Year to dateJan 1 → Nov 5+32.3%
−7.6%1 yearTotal return+38.7%
+19.5%3 years · per year$10,000 became $17,073 · $17,414+20.3%
+8.9%5 years · per year$10,000 became $15,330 · $16,375+10.4%
0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%
0.39%Trailing 12-mo yield$39 · $298 a year on $10k2.98%
−14.6%Worst dropSmaller is better−6.9%
19.3%VolatilityLower is calmer11.7%
IWFSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
0–8SCHD 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

IWF vs SCHD: Top 5 Holdings

Today
IWF
39.6%in top 5
in top 521.7%
IWFStockSCHD
14.6%NVDAnot top 5
8.5%AAPLnot top 5
6.4%MSFTnot top 5
5.3%GOOGLnot top 5
4.7%AVGOnot top 5
not top 5TXN4.7%
not top 5PG4.4%
not top 5HD4.3%
not top 5KO4.2%
not top 5AMGN4.2%
Held in common3.6%
End-of-day Nov 5, 2026 · share of each fund
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IWF vs SCHD Returns, Every Period

5Y
iSharesIWF
+8.9%
5 years, per year
SCHDSchwab
+10.4%
5 years, per year
−20%0%+20%+40%−6.5%+32.3%YTD−7.6%+38.7%1 year+19.5%+20.3%3 yrs · yr+8.9%+10.4%5 yrs · yr
IWFSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: IWF vs SCHD

YTD
iSharesIWF
−6.5%
SCHDSchwab
+32.3%
Jan 1Nov 5−6.5%+32.3%
−6.5%Year to date+32.3%
−14.6%Worst drop · 1Y−6.9%
19.3%Volatility · 1Y11.7%
0.4%Yield3.0%
$121BAssets$123B
4–0SCHD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SQLV, SCHD, IWF

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, SCHD, IWF

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
@TheETFTracker·theetftracker.com

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
@TheETFTracker·theetftracker.com

Overlap: SQLV, SCHD, IWF

Today
3.6%most shared, SCHD and IWF
SQLVSCHDIWF
SQLV—0.5%0.0%
SCHD0.5%—3.6%
IWF0.0%3.6%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

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
@TheETFTracker·theetftracker.com

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
@TheETFTracker·theetftracker.com

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%
$123BAssets$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$62.5B
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%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com