IWX vs SCHD

AIWX

BSCHD

Measures won4–2IWX wins · of 6 · 5Y

$10,000 · 5Y$18,100IWX · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.6%IWX · worst fall in 1Y

Held in common13.8%IWX and SCHD

IWX

SCHD

iShares Russell Top 200 Value ETF · $4.0BSchwab U.S. Dividend Equity ETF · $120B

+23.3%3 years · per year$18,741 · $17,266+20.0%

+12.6%5 years · per year$18,100 · $16,267+10.2%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

1.36%12-mo yield$136 · $300 on $10k3.00%

−6.6%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.7%

4–2IWX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWX · SCHD

1.4%CVX4.0%

1.4%PG4.5%

1.3%MRK3.8%

1.3%UNH3.9%

Held in common13.8%

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	AIWX	iShares Russell Top 200 Value ETFRead Desk		0.20%	1.36%	−0.5%	+24.7%	+29.6%	+23.3%	+12.6%	−6.6%	$4.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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	AIWX	iShares Russell Top 200 Value ETFRead Desk		0.20%	1.36%	−0.5%	+24.7%	+29.6%	+23.3%	+12.6%	−6.6%	$4.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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

IWX vs SCHD

IWX

iShares Russell Top 200 Value

$18,100

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIWXSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.36%3.00%

5 years, per year+12.6%+10.2%

3 years, per year+23.3%+20.0%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y11.3%11.7%

4–2measures won
IWX first

13.8%

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: IWX, SCHD

Today

13.8%most shared, IWX and SCHD

IWXSCHD

IWX—13.8%

SCHD13.8%—

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

IWX$136 − $20 = $116

KeptFee

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