IWP vs SCHD

AIWP

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IWP $10,564

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common3.4%IWP and SCHD

IWP

SCHD

iShares Russell Mid-Cap Growth ETF · $18.5BSchwab U.S. Dividend Equity ETF · $123B

+12.8%3 years · per year$14,352 · $17,414+20.3%

+1.1%5 years · per year$10,564 · $16,375+10.4%

0.23%Expense ratio$23 · $6 on $10k · lower wins0.06%

0.43%12-mo yield$43 · $298 on $10k2.98%

−16.7%Worst dropSmaller wins−6.9%

19.7%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWP · SCHD

1.5%FAST1.4%

0.8%ARES0.7%

0.8%DRI0.6%

0.4%KMB0.8%

Held in common3.4%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AIWP	iShares Russell Mid-Cap Growth ETFRead Desk		0.23%	0.43%	−6.0%	−10.0%	−11.2%	+12.8%	+1.1%	−16.7%	$18.5B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AIWP	iShares Russell Mid-Cap Growth ETFRead Desk		0.23%	0.43%	−6.0%	−10.0%	−11.2%	+12.8%	+1.1%	−16.7%	$18.5B

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

Cards for this view

IWP vs SCHD

IWP

iShares Russell Mid-Cap Growth

$10,564

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIWPSCHD

Fee0.23%0.06%

Cost on $10k a year$23$6

Yield0.43%2.98%

5 years, per year+1.1%+10.4%

3 years, per year+12.8%+20.3%

Worst drop · 1Y−16.7%−6.9%

Volatility · 1Y19.7%11.7%

6–0measures won
SCHD first

3.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IWP, SCHD

Today

3.4%most shared, IWP and SCHD

IWPSCHD

IWP—3.4%

SCHD3.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IWP$43 − $23 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee