IWN vs SCHD5YIWNIWNAvsBSCHDSCHDiShares Russell 2000 Value ETF · $13.9BSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+19.4%3 years · per year$17,019 · $17,374+20.2%+5.8%5 years · per year$13,259 · $16,418+10.4%Cost and income0.24%Expense ratio$24 · $6 on $10k · lower wins0.06%1.53%12-mo yield$153 · $292 on $10k
Overlap: IWN, SCHD, IJHToday8.0%most shared, IWN and IJHIWNSCHDIJHIWN—1.0%8.0%SCHD1.0%—3.4%IJH8.0%3.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IWN vs SCHD5YAIWNiShares Russell 2000 Value$13,259vsSCHDBSchwab U.S. Dividend Equity$16,418$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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3AIWNiShares Russell 2000 Value ETFReadDesk0.24%1.53%−0.1%+18.6%+21.7%+19.4%+5.8%−8.5%$13.9BEnd-of-day Nov 13, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3AIWNiShares Russell 2000 Value ETFReadDesk0.24%1.53%−0.1%+18.6%+21.7%+19.4%+5.8%−8.5%$13.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: IWN, SCHD, IJHToday8.0%most shared, IWN and IJHIWNSCHDIJHIWN—1.0%8.0%SCHD1.0%—3.4%IJH8.0%3.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286IWN$153 − $24 = $129IJH$122 − $5 = $117KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee