IWS vs SCHD

AIWS

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IWS $15,956

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 common6.6%IWS and SCHD

IWS

SCHD

iShares Russell Mid-Cap Value ETF · $14.9BSchwab U.S. Dividend Equity ETF · $121B

+22.7%3 years · per year$18,488 · $17,908+21.4%

+9.8%5 years · per year$15,956 · $16,881+11.0%

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

1.27%12-mo yield$127 · $291 on $10k2.91%

−7.5%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · SCHD

0.6%OKE1.4%

0.5%DVN1.2%

0.5%KMB0.8%

0.5%FITB1.2%

Held in common6.6%

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

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	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.27%	+1.7%	+24.2%	+27.4%	+22.7%	+9.8%	−7.5%	$14.9B

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	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.27%	+1.7%	+24.2%	+27.4%	+22.7%	+9.8%	−7.5%	$14.9B

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

IWS vs SCHD

IWS

iShares Russell Mid-Cap Value

$15,956

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIWSSCHD

Fee0.23%0.06%

Cost on $10k a year$23$6

Yield1.27%2.91%

5 years, per year+9.8%+11.0%

3 years, per year+22.7%+21.4%

Worst drop · 1Y−7.5%−6.9%

Volatility · 1Y13.1%11.5%

5–1measures won
SCHD first

6.6%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IWS, SCHD

Today

6.6%most shared, IWS and SCHD

IWSSCHD

IWS—6.6%

SCHD6.6%—

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

IWS$127 − $23 = $104

KeptFee

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