IWC vs SCHD

AIWC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IWC $13,176

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 common0.2%IWC and SCHD

IWC

SCHD

iShares Micro-Cap ETF · $1.2BSchwab U.S. Dividend Equity ETF · $123B

+26.5%3 years · per year$20,253 · $17,908+21.4%

+5.7%5 years · per year$13,176 · $16,881+11.0%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.08%12-mo yield$108 · $291 on $10k2.91%

−13.5%Worst dropSmaller wins−6.9%

23.1%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWC · SCHD

0.2%PFBC0.0%

0.2%CPF0.0%

0.2%HAFC0.0%

0.2%ORRF0.0%

Held in common0.2%

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	BSCHD	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	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.08%	+1.5%	+14.8%	+17.7%	+26.5%	+5.7%	−13.5%	$1.2B

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	BSCHD	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	AIWC	iShares Micro-Cap ETFRead Desk		0.60%	1.08%	+1.5%	+14.8%	+17.7%	+26.5%	+5.7%	−13.5%	$1.2B

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

IWC vs SCHD

IWC

iShares Micro-Cap

$13,176

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIWCSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.08%2.91%

5 years, per year+5.7%+11.0%

3 years, per year+26.5%+21.4%

Worst drop · 1Y−13.5%−6.9%

Volatility · 1Y23.1%11.5%

5–1measures won
SCHD first

0.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IWC, SCHD

Today

0.2%most shared, IWC and SCHD

IWCSCHD

IWC—0.2%

SCHD0.2%—

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

IWC$108 − $60 = $48

KeptFee

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