IWF vs SCHD

AIWF

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IWF $16,559

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.6%IWF and SCHD

IWF

SCHD

iShares Russell 1000 Growth ETF · $121BSchwab U.S. Dividend Equity ETF · $123B

+22.3%3 years · per year$18,310 · $17,908+21.4%

+10.6%5 years · per year$16,559 · $16,881+11.0%

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

0.37%12-mo yield$37 · $291 on $10k2.91%

−15.6%Worst dropSmaller wins−6.9%

18.3%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · SCHD

0.9%TXN4.8%

0.8%HD4.1%

0.6%AMGN4.1%

0.4%LMT3.1%

Held in common3.6%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B

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

IWF vs SCHD

IWF

iShares Russell 1000 Growth

$16,559

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIWFSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield0.37%2.91%

5 years, per year+10.6%+11.0%

3 years, per year+22.3%+21.4%

Worst drop · 1Y−15.6%−6.9%

Volatility · 1Y18.3%11.5%

5–1measures won
SCHD first

3.6%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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: IWF, SCHD

Today

3.6%most shared, IWF and SCHD

IWFSCHD

IWF—3.6%

SCHD3.6%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IWF$37 − $18 = $19

KeptFee

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