IWD vs SCHD

AIWD

BSCHD

Measures won4–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 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 · $83.3BSchwab U.S. Dividend Equity ETF · $120B

+22.7%3 years · per year$18,455 · $17,266+20.0%

+11.5%5 years · per year$17,201 · $16,267+10.2%

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

1.37%12-mo yield$137 · $300 on $10k3.00%

−6.8%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.7%

4–2IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · SCHD

1.0%CVX4.0%

1.0%PG4.5%

1.0%MRK3.8%

0.9%UNH3.9%

Held in common11.9%

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

IWD vs SCHD

IWD

iShares Russell 1000 Value

$17,201

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIWDSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.37%3.00%

5 years, per year+11.5%+10.2%

3 years, per year+22.7%+20.0%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y11.6%11.7%

4–2measures won
IWD first

11.9%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

Overlap: IWD, SCHD, VUG

Today

22.9%most shared, IWD and VUG

IWDSCHDVUG

IWD—11.9%22.9%

SCHD11.9%—0.8%

VUG22.9%0.8%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

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