IVLU vs SCHD

AIVLU

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,675IVLU · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.36%IVLU · $336 on $10k

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

Held in common0.0%IVLU and SCHD

IVLU

SCHD

iShares MSCI Intl Value Factor ETF · $4.5BSchwab U.S. Dividend Equity ETF · $120B

+24.4%3 years · per year$19,249 · $17,266+20.0%

+14.5%5 years · per year$19,675 · $16,267+10.2%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

3.36%12-mo yield$336 · $300 on $10k3.00%

−11.7%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVLU · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.36%	−1.1%	+11.7%	+20.3%	+24.4%	+14.5%	−11.7%	$4.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

All Three

5Y3 funds

#
1	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.36%	−1.1%	+11.7%	+20.3%	+24.4%	+14.5%	−11.7%	$4.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

IVLU vs SCHD

IVLU

iShares MSCI Intl Value Factor

$19,675

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIVLUSCHD

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield3.36%3.00%

5 years, per year+14.5%+10.2%

3 years, per year+24.4%+20.0%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y16.3%11.7%

3–3measures won
level

0.0%

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$59.1B

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: IVLU, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

IVLUSCHDIWF

IVLU—0.0%0.0%

SCHD0.0%—3.7%

IWF0.0%3.7%—

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

Income After Fees on $10,000

$305most kept, IVLU

IVLU$336 − $31 = $305

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

KeptFee

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