IWD vs SCHV5YIWDIWDAvsBSCHVSCHViShares Russell 1000 Value ETF · $84.7BSchwab U.S. Large-Cap Value ETF · $15.7BReturns · dividends in+22.2%3 years · per year$18,244 · $17,207+19.8%+11.7%5 years · per year$17,410 · $16,248+10.2%Cost and income0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%1.34%12-mo yield$134 · $181 on $10k
Overlap: IWD, SCHV, SPYToday66.5%most shared, IWD and SCHVIWDSCHVSPYIWD—66.5%61.5%SCHV66.5%—42.8%SPY61.5%42.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IWD vs SCHV5YAIWDiShares Russell 1000 Value$17,410vsSCHVBSchwab U.S. Large-Cap Value$16,248$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%0.0%+26.2%+30.5%+22.2%+11.7%−6.8%$84.7B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$791.9B3BSCHVSchwab U.S. Large-Cap Value ETFReadDesk0.04%1.81%+0.1%+18.8%+22.2%+19.8%+10.2%−6.9%$15.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%0.0%+26.2%+30.5%+22.2%+11.7%−6.8%$84.7B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$791.9B3BSCHVSchwab U.S. Large-Cap Value ETFReadDesk0.04%1.81%+0.1%+18.8%+22.2%+19.8%+10.2%−6.9%$15.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
VTV vs SCHVYTDVanguardVTVVA+21.0%vsBSSCHVSchwab+18.8%Jan 1Nov 10+21.0%+18.8%+21.0%Year to date+18.8%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
Overlap: IWD, SCHV, SPYToday66.5%most shared, IWD and SCHVIWDSCHVSPYIWD—66.5%61.5%SCHV66.5%—42.8%SPY61.5%42.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$177most kept, SCHVSCHV$181 − $4 = $177IWD$134 − $18 = $116SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee