IWS vs SCHD5YIWSIWSAvsBSCHDSCHDiShares Russell Mid-Cap Value ETF · $15.0BSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+20.4%3 years · per year$17,475 · $17,257+19.9%+9.0%5 years · per year$15,377 · $16,429+10.4%Cost and income0.23%Expense ratio$23 · $6 on $10k · lower wins0.06%1.29%12-mo yield$129 · $293 on $10k
Overlap: IWS, SCHD, VTVToday18.0%most shared, IWS and VTVIWSSCHDVTVIWS—6.6%18.0%SCHD6.6%—17.9%VTV18.0%17.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IWS vs SCHD5YAIWSiShares Russell Mid-Cap Value$15,377vsSCHDBSchwab U.S. Dividend Equity$16,429$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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3AIWSiShares Russell Mid-Cap Value ETFReadDesk0.23%1.29%−1.1%+22.8%+24.2%+20.4%+9.0%−7.5%$15.0BEnd-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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3AIWSiShares Russell Mid-Cap Value ETFReadDesk0.23%1.29%−1.1%+22.8%+24.2%+20.4%+9.0%−7.5%$15.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 13+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 13+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: IWS, SCHD, VTVToday18.0%most shared, IWS and VTVIWSSCHDVTVIWS—6.6%18.0%SCHD6.6%—17.9%VTV18.0%17.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287VTV$182 − $3 = $179IWS$129 − $23 = $106KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee