IWMI vs SCHD — stock comparison tool

IWMI currently yields 14.81% TTM versus SCHD at 3.23%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWMISCHD

Performance Comparison

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

IWMI

SCHD

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-08 to 2026-10-08. 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)

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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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

IWMI$49.01

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NEOS Russell 2000 High Income ETF

SCHD$32.65

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Schwab U.S. Dividend Equity ETF

Dividend Information

Dividend Yield

14.81%

3.23%

Annual Dividend

$7.26

$1.05

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

IWMI

3 holdings

Healthcare20.08%

Financial Services18.51%

Technology13.76%

Industrials13.54%

Consumer Cyclical9.19%

Real Estate6.84%

Energy6.05%

Basic Materials4.21%

Utilities2.79%

Consumer Defensive2.73%

Communication Services2.31%

Cash & Others0.01%

Top 10 holdings

Name	Weight
VTWOVanguard Russell 2000 ETF	99.65%
Cash&OtherCash & Other	0.99%
RUT 260821C03160000RUT US 08/21/26 C3160	-0.01%
RUT 260821C03105000RUT US 08/21/26 C3105	-0.05%
RUT 261016C03050000RUT US 10/16/26 C3050	-0.24%
RUT 260918C03045000RUT US 09/18/26 C3045	-0.33%
RUT 261016C03005000RUT US 10/16/26 C3005	-0.40%
RUT 260918C02995000RUT US 09/18/26 C2995	-0.61%
Top 10	99.00%

SCHD

102 holdings

Healthcare21.48%

Consumer Defensive19.46%

Energy15.41%

Technology12.94%

Financial Services9.76%

Industrials7.50%

Consumer Cyclical6.89%

Communication Services6.46%

Utilities0.09%

Cash & Others0.01%

Top 10 holdings

Name	Weight
MRKMERCK & CO INC	4.89%
AMGNAMGEN INC	4.84%
ABTABBOTT LABORATORIES	4.69%
KOCOCA-COLA	4.14%
CVXCHEVRON	4.13%
COPCONOCOPHILLIPS	4.07%
VZVERIZON COMMUNICATIONS INC	3.98%
UNHUNITEDHEALTH GROUP INC	3.92%
PGPROCTER & GAMBLE	3.90%
HDHOME DEPOT	3.77%
Top 10	42.34%

Overlap & differences

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

IWMISharedSCHD

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

IWMI: 0% also in SCHDSCHD: 0% also in IWMI

SCHD: showing top 100 holdings by weight (of 102). Overlap counts use this top slice, not the full fund book.

Sector drift (IWMI vs SCHD)

Left = heavier in IWMI. Right = heavier in SCHD.

IWMI overweight (left)SCHD overweight (right)

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