Compare · 3 funds side by side · dividends reinvested

BLUX, SCHB and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,686SCHB · best of the three

Story of the three · IncomeMost incomeSCHB · 1.05% · $105 a year on $10k

Story of the three · RiskSmallest drop

BLUX, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.05%+12.4%+12.8%+21.7%+10.8%−8.9%14.0%$44.1B1.3

Bluemonte Dynamic Total Market ETFUS Stock Styles · Large cap0.30%0.99%+14.3%+15.6%[…][…]−9.0%14.7%$628M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: BLUX 2025 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bluemonte Dynamic Total Market ETF · $628M[…]

BLUX

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,686

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BLUX

More Ways to See the Pairs

BLUX vs SCHB: Top 5 Holdings

Today

BLUX

99.8%in top 5

SCHB

in top 524.0%

BLUXStockSCHB

48.8%SPYMnot top 5

30.1%VTWOnot top 5

15.8%ISCVnot top 5

not top 5AAPL7.0%

not top 5NVDA5.6%

Cost, Income and Risk

Fees: BLUX, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

BLUX0.30%$30

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BLUX, SCHB, IWF

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SCHB

+14.3%Year to dateJan 1 → Nov 11+12.4%

+15.6%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,033+21.7%

[…]5 years · per year$10,000 became […] · $16,686+10.8%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $105 a year on $10k1.05%

−9.0%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer14.0%

BLUXSCHB Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4SCHB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT5.4%

5.2%SCHAnot top 5

not top 5AMZN3.7%

not top 5GOOGL2.3%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

BLUX vs SCHB Returns, Every Period

1Y

BluemonteBLUX

+15.6%

past year

SCHBSchwab

+12.8%

past year

BLUXSCHBFaded: behind in that period

2–0BLUX wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

BLUX vs SCHB

YTD

BluemonteBLUX

+14.3%

SCHBSchwab

+12.4%

+14.3%Year to date+12.4%

−9.0%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y14.0%

1.0%Yield1.1%

$628MAssets$44.1B

3–1SCHB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.05%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.05%$105

BLUX0.99%$99

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$102most kept, SCHB

SCHB$105 − $3 = $102

BLUX$99 − $30 = $69

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BLUX, SCHB, IWF

Today

52.8%most shared, SCHB and IWF

BLUXSCHBIWF

BLUX—0.0%0.0%

SCHB0.0%—52.8%

IWF0.0%52.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.6%BLUX, at 14.7% volatility

SCHBWorst drop−8.9%14.0% vol

BLUXWorst drop−9.0%14.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBBLUX

+12.4%Year to date+14.3%

1.1%Yield1.0%

+12.8%Past year+15.6%

0.03%Fee0.30%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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BLUX, SCHB and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three