IWD vs SCHV

AIWD

BSCHV

Measures won4–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.85%SCHV · $185 on $10k

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

Held in common66.8%IWD and SCHV

IWD

SCHV

iShares Russell 1000 Value ETF · $83.3BSchwab U.S. Large-Cap Value ETF · $15.4B

+22.7%3 years · per year$18,455 · $17,361+20.2%

+11.5%5 years · per year$17,201 · $16,047+9.9%

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

1.37%12-mo yield$137 · $185 on $10k1.85%

−6.8%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.8%

4–2IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · SCHV

2.8%BRK-B3.6%

2.4%JPM3.0%

1.8%XOM2.3%

1.7%JNJ2.2%

Held in common66.8%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.85%	−0.3%	+16.2%	+20.0%	+20.2%	+9.9%	−6.9%	$15.4B

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 SCHV

IWD

iShares Russell 1000 Value

$17,201

SCHV

Schwab U.S. Large-Cap Value

$16,047

MeasureIWDSCHV

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.37%1.85%

5 years, per year+11.5%+9.9%

3 years, per year+22.7%+20.2%

Worst drop · 1Y−6.8%−6.9%

Volatility · 1Y11.6%11.8%

4–2measures won
IWD first

66.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IWD, SCHV, VOO

Today

66.8%most shared, IWD and SCHV

IWDSCHVVOO

IWD—66.8%57.7%

SCHV66.8%—40.4%

VOO57.7%40.4%—

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

Income After Fees on $10,000

$181most kept, SCHV

SCHV$185 − $4 = $181

IWD$137 − $18 = $119

VOO$110 − $3 = $107

KeptFee

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