FRTY vs SCHD · Compare Desk

ASCHD

BIWF

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IWF $16,559

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common3.6%SCHD and IWF

SCHD vs IWF

SCHD

IWF

Schwab U.S. Dividend Equity ETF · $123BiShares Russell 1000 Growth ETF · $121B

+21.4%3 years · per year$17,908 · $18,310+22.3%

+11.0%5 years · per year$16,881 · $16,559+10.6%

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

2.91%12-mo yield$291 · $37 on $10k0.37%

−6.9%Worst dropSmaller wins−15.6%

11.5%VolatilityLower wins18.3%

5–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · IWF

4.8%TXN0.9%

4.1%HD0.8%

4.1%AMGN0.6%

3.1%LMT0.4%

Held in common3.6%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

End-of-day Nov 4, 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

$16,881

IWF

iShares Russell 1000 Growth

$16,559

MeasureSCHDIWF

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield2.91%0.37%

5 years, per year+11.0%+10.6%

3 years, per year+21.4%+22.3%

Worst drop · 1Y−6.9%−15.6%

Volatility · 1Y11.5%18.3%

5–1measures won
SCHD first

3.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SCHD, IWF

Today

3.6%most shared, SCHD and IWF

SCHDIWF

SCHD—3.6%

IWF3.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee