IWO vs SCHD

AIWO

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IWO $11,557

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.5%IWO and SCHD

IWO

SCHD

iShares Russell 2000 Growth ETF · $13.7BSchwab U.S. Dividend Equity ETF · $120B

+19.1%3 years · per year$16,879 · $17,266+20.0%

+2.9%5 years · per year$11,557 · $16,267+10.2%

0.24%Expense ratio$24 · $6 on $10k · lower wins0.06%

0.49%12-mo yield$49 · $300 on $10k3.00%

−14.9%Worst dropSmaller wins−6.9%

22.6%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWO · SCHD

0.3%MC0.1%

0.1%APAM0.1%

0.2%IPAR0.1%

0.1%MZTI0.1%

Held in common0.5%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AIWO	iShares Russell 2000 Growth ETFRead Desk		0.24%	0.49%	+2.1%	+6.7%	+5.7%	+19.1%	+2.9%	−14.9%	$13.7B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AIWO	iShares Russell 2000 Growth ETFRead Desk		0.24%	0.49%	+2.1%	+6.7%	+5.7%	+19.1%	+2.9%	−14.9%	$13.7B

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

IWO vs SCHD

IWO

iShares Russell 2000 Growth

$11,557

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIWOSCHD

Fee0.24%0.06%

Cost on $10k a year$24$6

Yield0.49%3.00%

5 years, per year+2.9%+10.2%

3 years, per year+19.1%+20.0%

Worst drop · 1Y−14.9%−6.9%

Volatility · 1Y22.6%11.7%

6–0measures won
SCHD first

0.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: IWO, SCHD

Today

0.5%most shared, IWO and SCHD

IWOSCHD

IWO—0.5%

SCHD0.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWO$49 − $24 = $25

KeptFee

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