CAMX vs SCHD · Compare Desk

ASCHD

BIWF

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IWF $15,441

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.7%SCHD and IWF

SCHD vs IWF

SCHD

IWF

Schwab U.S. Dividend Equity ETF · $120BiShares Russell 1000 Growth ETF · $115B

+20.0%3 years · per year$17,266 · $17,022+19.4%

+10.2%5 years · per year$16,267 · $15,442+9.1%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

3.00%12-mo yield$300 · $39 on $10k0.39%

−6.9%Worst dropSmaller wins−14.6%

11.7%VolatilityLower wins19.4%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · IWF

4.3%HD0.9%

4.3%TXN0.8%

4.1%AMGN0.6%

2.8%LMT0.4%

Held in common3.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs IWF

SCHD

Schwab U.S. Dividend Equity

$16,267

IWF

iShares Russell 1000 Growth

$15,442

MeasureSCHDIWF

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield3.00%0.39%

5 years, per year+10.2%+9.1%

3 years, per year+20.0%+19.4%

Worst drop · 1Y−6.9%−14.6%

Volatility · 1Y11.7%19.4%

6–0measures won
SCHD first

3.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SCHD, IWF

Today

3.7%most shared, SCHD and IWF

SCHDIWF

SCHD—3.7%

IWF3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee