IWD vs SCHV

AIWD

BSCHV

Measures won4–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · SCHV $16,751

Lowest cost0.04%SCHV · $4 on $10k

Most income1.78%SCHV · $178 on $10k

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

Held in common67.2%IWD and SCHV

IWD

SCHV

iShares Russell 1000 Value ETF · $85.3BSchwab U.S. Large-Cap Value ETF · $15.9B

+24.5%3 years · per year$19,285 · $18,218+22.1%

+12.3%5 years · per year$17,870 · $16,751+10.9%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

1.33%12-mo yield$133 · $178 on $10k1.78%

−6.8%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.4%

4–2IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · SCHV

2.7%BRK-B3.4%

2.4%JPM3.0%

1.9%XOM2.4%

1.7%JNJ2.1%

Held in common67.2%

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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B

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%	$85.3B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.78%	+1.7%	+20.4%	+24.5%	+22.1%	+10.9%	−6.9%	$15.9B

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 SCHV

IWD

iShares Russell 1000 Value

$17,870

SCHV

Schwab U.S. Large-Cap Value

$16,751

MeasureIWDSCHV

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.33%1.78%

5 years, per year+12.3%+10.9%

3 years, per year+24.5%+22.1%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y11.2%11.4%

4–2measures won
IWD first

67.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: IWD, SCHV

Today

67.2%most shared, IWD and SCHV

IWDSCHV

IWD—67.2%

SCHV67.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$174most kept, SCHV

SCHV$178 − $4 = $174

IWD$133 − $18 = $115

KeptFee

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