IWM vs SCHD

AIWM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IWM $13,509

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 common1.4%IWM and SCHD

IWM

SCHD

iShares Russell 2000 ETF · $75.8BSchwab U.S. Dividend Equity ETF · $121B

+21.6%3 years · per year$18,002 · $17,908+21.4%

+6.2%5 years · per year$13,509 · $16,881+11.0%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

0.96%12-mo yield$96 · $291 on $10k2.91%

−11.1%Worst dropSmaller wins−6.9%

18.2%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · SCHD

0.2%MUR0.1%

0.1%MC0.1%

0.1%KFY0.1%

0.1%CVBF0.1%

Held in common1.4%

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%	$121.5B
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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%	$121.5B
2	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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

IWM vs SCHD

IWM

iShares Russell 2000

$13,509

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIWMSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield0.96%2.91%

5 years, per year+6.2%+11.0%

3 years, per year+21.6%+21.4%

Worst drop · 1Y−11.1%−6.9%

Volatility · 1Y18.2%11.5%

5–1measures won
SCHD first

1.4%

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWM, SCHD

Today

1.4%most shared, IWM and SCHD

IWMSCHD

IWM—1.4%

SCHD1.4%—

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

IWM$96 − $19 = $77

KeptFee

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