Compare · 3 funds side by side · dividends reinvested

SVAL, IWF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

SVAL, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.3

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.3%+32.5%+19.7%+8.1%−9.0%15.5%$161M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SVAL 2020 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$15,892

IWF

SVAL

iShares US Small Cap Value Factor ETF · $161M$14,772

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFMeasureSVAL

−2.5%Year to dateJan 1 → Nov 9+25.3%

−2.2%1 yearTotal return+32.5%

+19.8%3 years · per year$10,000 became $17,207 · $17,153+19.7%

+9.7%5 years · per year$10,000 became $15,892 · $14,772+8.1%

0.18%Expense ratio$18 · $20 a year on $10k · lower is better0.20%

0.38%Trailing 12-mo yield$38 · $220 a year on $10k2.20%

−14.6%Worst dropSmaller is better−9.0%

19.5%VolatilityLower is calmer15.5%

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

3–5SVAL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs SVAL: Top 5 Holdings

Today

IWF

39.7%in top 5

SVAL

in top 54.1%

IWFStockSVAL

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5OCFC0.8%

not top 5PGNY0.8%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IWF vs SVAL Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

SVALiShares

+8.1%

5 years, per year

IWFSVALFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs SCHD

YTD

iSharesIWF

−2.5%

SCHDSchwab

+33.2%

−2.5%Year to date+33.2%

−14.6%Worst drop · 1Y−6.9%

19.5%Volatility · 1Y11.8%

0.4%Yield3.0%

$118BAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SVAL, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

SVAL0.20%$20

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SVAL, IWF, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SVAL2.20%$220

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SVAL$220 − $20 = $200

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SVAL, IWF, SCHD

Today

3.6%most shared, IWF and SCHD

SVALIWFSCHD

SVAL—0.0%0.4%

IWF0.0%—3.6%

SCHD0.4%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SVALWorst drop−9.0%15.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSVAL

+33.2%Year to date+25.3%

3.0%Yield2.2%

+39.1%Past year+32.5%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026