IWL vs SCHD

AIWL

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,456IWL · VTV $17,842

Lowest cost0.03%VTV · $3 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common8.6%IWL and SCHD

IWL

SCHD

iShares Russell Top 200 ETF · $2.2BSchwab U.S. Dividend Equity ETF · $121B

+24.5%3 years · per year$19,316 · $17,784+21.2%

+12.6%5 years · per year$18,089 · $16,352+10.3%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

0.85%12-mo yield$85 · $297 on $10k2.97%

−9.8%Worst dropSmaller wins−6.9%

13.3%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWL · SCHD

0.8%CVX4.2%

0.7%PG4.3%

0.7%MRK3.8%

0.7%UNH3.9%

Held in common8.6%

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

All Three

5Y3 funds

#
1	AIWL	iShares Russell Top 200 ETFRead Desk	0.15%	0.85%	+0.4%	+10.2%	+10.2%	+24.5%	+12.6%	−9.8%	$2.2B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIWL	iShares Russell Top 200 ETFRead Desk	0.15%	0.85%	+0.4%	+10.2%	+10.2%	+24.5%	+12.6%	−9.8%	$2.2B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

IWL vs SCHD

IWL

iShares Russell Top 200

$18,089

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureIWLSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.85%2.97%

5 years, per year+12.6%+10.3%

3 years, per year+24.5%+21.2%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y13.3%11.4%

4–2measures won
SCHD first

8.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: IWL, SCHD, VTV

Today

40.4%most shared, IWL and VTV

IWLSCHDVTV

IWL—8.6%40.4%

SCHD8.6%—17.9%

VTV40.4%17.9%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VTV$183 − $3 = $180

IWL$85 − $15 = $70

KeptFee

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