IWV vs SCHB

AIWV

BSCHB

Measures won1–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · IWV $16,290

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−8.9%IWV · worst fall in 1Y

Held in common98.0%IWV and SCHB

IWV

SCHB

iShares Russell 3000 ETF · $19.6BSchwab U.S. Broad Market ETF · $42.9B

+21.7%3 years · per year$18,023 · $18,100+21.9%

+10.3%5 years · per year$16,290 · $16,348+10.3%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.91%12-mo yield$91 · $109 on $10k1.09%

−8.9%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.8%

1–3SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWV · SCHB

6.8%AAPL6.9%

6.3%NVDA6.5%

5.6%MSFT5.6%

3.5%AMZN3.5%

Held in common98.0%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.91%	−4.3%	+8.4%	+9.9%	+21.7%	+10.3%	−8.9%	$19.6B

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$42.9B
2	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.91%	−4.3%	+8.4%	+9.9%	+21.7%	+10.3%	−8.9%	$19.6B

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

IWV vs SCHB

IWV

iShares Russell 3000

$16,290

SCHB

Schwab U.S. Broad Market

$16,348

MeasureIWVSCHB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.91%1.09%

5 years, per year+10.3%+10.3%

3 years, per year+21.7%+21.9%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.6%13.8%

3–1measures won
SCHB first

98.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWV, SCHB

Today

98.0%most shared, IWV and SCHB

IWVSCHB

IWV—98.0%

SCHB98.0%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWV$91 − $20 = $71

KeptFee

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