IWD vs SCHV — stock comparison tool

IWD currently yields 1.37% TTM versus SCHV at 1.82%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWDSCHV
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
IWD
SCHV

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IWD Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

Loading returns…

SCHV Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

Loading returns…

Best Total Return

—

No data

Highest Dividend Income

—

No data

Best Avg Annual Return

—

No data

DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IWD$257.70
—

iShares Russell 1000 Value ETF

SCHV$34.34
—

Schwab U.S. Large-Cap Value ETF

Dividend Information

Dividend Yield
1.37%
1.82%
Annual Dividend
$3.53
$0.63
Dividend Growth (5yr)
-
-
Years of Growth
4
4
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IWD

870 holdings
Technology20.61%
Information Technology20.20%
Financial Services18.82%
Financials18.15%
Health Care13.42%
Healthcare13.06%
Consumer Cyclical10.61%
Industrials10.38%
Consumer Discretionary10.21%
Consumer Staples7.64%
Consumer Defensive7.19%
Other26.76%

Top 10 holdings

NameWeight
AMZNAMAZON.COM INC6.24%
AAPLAPPLE6.07%
MSFTMICROSOFT5.30%
BRK-BBERKSHIRE HATHAWAY INC CLASS B2.65%
JPMJPMORGAN CHASE & CO2.38%
XOMEXXONMOBIL HOLDINGS CORP1.96%
JNJJOHNSON & JOHNSON1.64%
WMTWALMART1.27%
ABBVABBVIE1.23%
CSCOCISCO SYSTEMS INC1.13%
Top 1029.87%

SCHV

572 holdings
Financial Services20.39%
Technology17.55%
Healthcare14.23%
Industrials11.32%
Consumer Defensive8.75%
Energy7.28%
Consumer Cyclical6.31%
Real Estate4.01%
Utilities3.85%
Communication Services3.54%
Basic Materials2.77%
Cash & Others0.02%

Top 10 holdings

NameWeight
MUMICRON TECHNOLOGY3.40%
BRK-BBERKSHIRE HATHAWAY INC CLASS B3.30%
JPMJPMORGAN CHASE3.01%
XOMEXXONMOBIL HOLDINGS CORP2.45%
JNJJOHNSON & JOHNSON2.05%
WMTWALMART1.77%
ABBVABBVIE1.68%
INTCINTEL CORPORATION CORP1.49%
CVXCHEVRON1.48%
CSCOCISCO SYSTEMS INC1.41%
Top 1022.05%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

267426
IWDSharedSCHV

Overlap by weight

40%

Share of portfolio weight that appears in both funds.

# overlapping holdings

74

IWD: 74% also in SCHVSCHV: 74% also in IWD

IWD: showing top 100 holdings by weight (of 870) · SCHV: showing top 100 holdings by weight (of 572). Overlap counts use this top slice, not the full fund book.

Sector drift (IWD vs SCHV)

Left = heavier in IWD. Right = heavier in SCHV.

IWD overweight (left)SCHV overweight (right)
74 shown

Overlapping tickers

BRK-B		2.7%3.3%2.7%
JPM		2.4%3.0%2.4%
XOM		2.0%2.5%2.0%
JNJ		1.6%2.1%1.6%
WMT		1.3%1.8%1.3%
ABBV		1.2%1.7%1.2%
CSCO		1.1%1.4%1.1%
INTC		1.1%1.5%1.1%
CVX		1.1%1.5%1.1%
PG		1.0%1.2%1.0%

Want to track these stocks?

Add them to your portfolio for real-time dividend tracking, alerts, and performance insights.

Create Portfolio
IWD vs SCHV Dividend Comparison | DRIP Tool | Dividend Wealth