IWD vs SCHD

AIWD

BSCHD

Measures won4–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,178IWD · IWF $16,499

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 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

+23.8%3 years · per year$18,980 · $17,784+21.2%

+11.4%5 years · per year$17,178 · $16,352+10.3%

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

1.37%12-mo yield$137 · $297 on $10k2.97%

−6.8%Worst dropSmaller wins−6.9%

11.0%VolatilityLower wins11.4%

4–2IWD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWD · SCHD

1.2%CVX4.2%

1.0%PG4.3%

1.0%MRK3.8%

1.0%UNH3.9%

Held in common11.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Four

5Y4 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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

$17,178

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureIWDSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.37%2.97%

5 years, per year+11.4%+10.3%

3 years, per year+23.8%+21.2%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y11.0%11.4%

4–2measures won
IWD first

11.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

Overlap: IWD, SCHD, VIG, IWF

Today

48.4%most shared, IWD and VIG

IWDSCHDVIGIWF

IWD—11.9%48.4%18.4%

SCHD11.9%—14.5%3.5%

VIG48.4%14.5%—32.3%

IWF18.4%3.5%32.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

IWD$137 − $18 = $119

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee