Which returned more over the last year, IWB or SCHD?

In the year to Oct 28, 2026, with distributions reinvested, IWB returned +13.1% and SCHD +34.5%.

Which is cheaper, IWB or SCHD?

SCHD is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWB and SCHD overlap with the S&P 500?

By their latest filed holdings, 92% of IWB and 95% of SCHD by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IWB vs SCHD: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IWB returned +13.1% to SCHD's +34.5%; 7% of their weight is in the same names.

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Net assets: $49.1bn on Oct 28, 2026 for iShares Russell 1000 ETF, and $112.3bn on Aug 31, 2026 for Schwab U.S. Dividend Equity ETF.

IWB on its own →SCHD on its own →

At a glance

+13.1%

IWB total return, 1 year

+34.5%

SCHD total return, 1 year

0.15%

IWB expense ratio

0.06%

SCHD expense ratio

Pair scorecard

SCHD costs 0.09 points a year less; their one-year returns differ by 21.4 points.

IWB vs SCHD: Differences, Returns & Fees
Measure	IWB	SCHD
Return
Measure	IWB	SCHD
Total return, 1 year	+13.1%	+34.5%
Benchmark
Measure	IWB	SCHD
What it tracks	Russell 1000 Index	Dow Jones U.S. Dividend 100 Index
Cost and size
Measure	IWB	SCHD
Expense ratio	0.15%	0.06%
Net assets, IWB as of Oct 28, 2026 and SCHD as of Aug 31, 2026	$49.1bn	$112.3bn
Holdings
Measure	IWB	SCHD
Holdings in common	7%
Top ten holdings, share of the fund	35.3%	41.7%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 27, 2026. Method

What they share

By the books each fund has filed, IWB and SCHD hold 7% of their money in the same securities at the same weight. Holdings dated Aug 31, 2026 and Oct 27, 2026.

50%

0 half 100%

half

7% in common

Positions both hold · largest shared weight first IWB SCHD

CHEVRON 0.60% 4.01%

PROCTER & GAMBLE 0.52% 3.83%

UNITEDHEALTH GROUP 0.52% 3.82%

COCA-COLA 0.50% 4.16%

MERCK & CO INC 0.49% 4.76%

HOME DEPOT 0.45% 3.87%

AMGEN INC 0.34% 4.70%

QUALCOMM 0.27% 2.52%

PEPSICO 0.26% 3.64%

VERIZON COMMUNICATIONS INC 0.26% 3.96%

ABBOTT LABORATORIES 0.25% 4.68%

CONOCOPHILLIPS 0.25% 3.93%

Only in one fund ↓

Only in IWB

NVIDIA 7.15%

APPLE 7.06%

MICROSOFT 5.56%

AMAZON.COM INC 3.46%

ALPHABET CLASS A 2.63%

BROADCOM INC 2.24%

ALPHABET CLASS C 2.12%

META PLATFORMS CLASS A 1.92%

Only in SCHD

Texas Instruments Inc 3.12%

Hershey Co 0.64%

American Financial Group Inc 0.24%

Booz Allen Hamilton Holding Corp 0.22%

Autoliv Inc 0.20%

Erie Indemnity Co 0.16%

Macy's Inc 0.14%

MSC Industrial Direct Co Inc 0.13%

Check overlap with more funds →

Side by side

IWB iShares Russell 1000 ETF SCHD Schwab U.S. Dividend Equity ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Schwab

What it is Tracks the Russell 1000 Tracks an index of US dividend

Total return, 1 year +13.1% +34.5%

Its benchmark over the same days +13.2% (VONE) not measured

Gap to its benchmark −0.1 pts vs VONE not measured

Expense ratio 0.15% 0.06%

Already in the S&P 500 91.7% 94.7%

Holdings 1025 99

Net assets, IWB as of Oct 28, 2026 and SCHD as of Aug 31, 2026 $49.1bn $112.3bn

IWB and SCHD on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IWB

IWB tracks the Russell 1000. Over the year to Oct 28, 2026 it returned +13.1% with distributions reinvested, against +13.2% for its benchmark, the Russell 1000 Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,025 positions, with the top ten at 35.3%.

SCHD

SCHD tracks an index of US dividend. Over the year to Oct 28, 2026 it returned +34.5% with distributions reinvested. The prospectus expense ratio is 0.06% a year. By its holdings filed for Aug 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 41.7%.

Questions people ask

Which returned more over the last year, IWB or SCHD?: In the year to Oct 28, 2026, with distributions reinvested, IWB returned +13.1% and SCHD +34.5%.
Which is cheaper, IWB or SCHD?: SCHD is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWB and SCHD overlap with the S&P 500?: By their latest filed holdings, 92% of IWB and 95% of SCHD by weight is stocks the S&P 500 already holds.

Other comparisons

IWB vs IWD IWB vs VYM IWB vs VTV CGDV vs IWB QUAL vs SCHD SCHB vs SCHD SCHD vs SCHX RDVY vs SCHD

Where to next

IWB on its own →SCHD on its own →Hold both: look the portfolio through →Rankings →IWB dividend history →IWB holdings →SCHD dividend history →SCHD holdings →Standards and sources →

Sources and dates

IWB filings on SEC EDGAR ↗

IWB prospectus with the expense ratio (SEC) ↗

iShares page for IWB ↗

SCHD filings on SEC EDGAR ↗

SCHD prospectus with the expense ratio (SEC) ↗

Schwab website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, IWB against SCHD, data as of Oct 28, 2026. https://etfiq.com/compare/any/iwb-vs-schd

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.