IWMI vs SCHD — dividend comparison tool

IWMI currently yields 14.85% TTM versus SCHD at 2.98%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWMISCHD
DRIP Performance Comparison
Live DRIP backtest starting at $10,000
IWMI
SCHD

*Live backtest using backend DRIP simulation. Range: 2025-08-24 to 2026-08-24.

Calendar-year total returns

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

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

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

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Best Total Return

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Highest Dividend Income

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Best Avg Annual Return

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Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
IWMI$52.51

NEOS Russell 2000 High Income ETF

SCHD$35.11

Schwab U.S. Dividend Equity ETF

Dividend Information

Dividend Yield
14.85%
2.98%
Annual Dividend
$7.80
$1.05
Dividend Growth (5yr)
-
-
Years of Growth
0
13
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

IWMI

3 holdings
Healthcare20.23%
Financial Services17.57%
Technology14.84%
Industrials14.10%
Consumer Cyclical9.21%
Real Estate6.70%
Energy5.44%
Other11.93%

Top 10 holdings

NameWeight
VTWOVanguard Russell 2000 ETF100.47%
Cash&OtherCash & Other0.51%
RUT 260821C03160000RUT US 08/21/26 C3160-0.01%
RUT 260821C03105000RUT US 08/21/26 C3105-0.05%
RUT 260918C03045000RUT US 09/18/26 C3045-0.36%
RUT 260918C02995000RUT US 09/18/26 C2995-0.62%
Top 1099.94%

SCHD

103 holdings
Healthcare21.16%
Consumer Defensive19.89%
Energy14.97%
Technology12.71%
Financial Services9.97%
Industrials7.76%
Consumer Cyclical7.35%
Other6.21%

Top 10 holdings

NameWeight
MRKMERCK & CO INC4.88%
ABTABBOTT LABORATORIES4.83%
AMGNAMGEN INC4.81%
KOCOCA-COLA4.22%
HDHOME DEPOT4.05%
CVXCHEVRON3.99%
VZVERIZON COMMUNICATIONS INC3.89%
COPCONOCOPHILLIPS3.86%
UNHUNITEDHEALTH GROUP INC3.79%
PGPROCTER & GAMBLE3.79%
Top 1042.13%

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IWMI vs SCHD Dividend Comparison | DRIP Tool | Dividend Wealth