IWD vs SCHD

AIWD

BSCHD

Measures won4–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common11.9%IWD and SCHD

IWD

SCHD

iShares Russell 1000 Value ETF · $83.2BSchwab U.S. Dividend Equity ETF · $121B

+24.5%3 years · per year$19,285 · $17,908+21.4%

+12.3%5 years · per year$17,870 · $16,881+11.0%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

1.33%12-mo yield$133 · $291 on $10k2.91%

−6.8%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.5%

4–2IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · SCHD

1.1%CVX4.2%

1.0%PG4.3%

1.0%UNH4.0%

0.9%MRK3.7%

Held in common11.9%

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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

IWD vs SCHD

IWD

iShares Russell 1000 Value

$17,870

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIWDSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.33%2.91%

5 years, per year+12.3%+11.0%

3 years, per year+24.5%+21.4%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y11.2%11.5%

4–2measures won
IWD first

11.9%

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWD, SCHD

Today

11.9%most shared, IWD and SCHD

IWDSCHD

IWD—11.9%

SCHD11.9%—

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

IWD$133 − $18 = $115

KeptFee

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