Compare · 3 funds side by side · dividends reinvested

CFA, SCHB and IWF

CFAVictoryShares×SCHBSchwab×IWFiShares×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,600SCHB · best of the three

Story of the three · IncomeMost incomeCFA · 1.20% · $120 a year on $10k

Story of the three · RiskSmallest drop

CFA, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.1%+13.1%+21.2%+10.7%−8.9%14.0%$44.2B1.6

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.20%+13.6%+15.6%+16.1%+7.8%−7.1%11.1%$530M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: CFA 2014 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VictoryShares US 500 Volatility Wtd ETF · $530M$14,540

CFA

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,600

$10,000 five years ago, dividends reinvested · they hold 37.5% in common

CFAMeasure

More Ways to See the Pairs

CFA vs SCHB: Top 5 Holdings

Today

CFA

2.2%in top 5

SCHB

in top 524.8%

CFAStockSCHB

not top 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Cost, Income and Risk

Fees: CFA, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

CFA0.38%$38

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

Yields: CFA, SCHB, IWF

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SCHB

+13.6%Year to dateJan 1 → Nov 10+11.1%

+15.6%1 yearTotal return+13.1%

+16.1%3 years · per year$10,000 became $15,630 · $17,818+21.2%

+7.8%5 years · per year$10,000 became $14,540 · $16,600+10.7%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

1.20%Trailing 12-mo yield$120 · $106 a year on $10k1.06%

−7.1%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer14.0%

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

5–3CFA wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%EVRGnot top 5

0.4%DUKnot top 5

Held in common37.5%

End-of-day Nov 10, 2026 · share of each fund

CFA vs SCHB Returns, Every Period

5Y

VictorySharesCFA

+7.8%

5 years, per year

SCHBSchwab

+10.7%

5 years, per year

CFASCHBFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CFA vs SCHB

YTD

VictorySharesCFA

+13.6%

SCHBSchwab

+11.1%

+13.6%Year to date+11.1%

−7.1%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y14.0%

1.2%Yield1.1%

$530MAssets$44.2B

4–0CFA wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.20%highest, CFA

FundTrailing yieldYield$10k

CFA1.20%$120

SCHB1.06%$106

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

CFA$120 − $38 = $82

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CFA, SCHB, IWF

Today

52.9%most shared, SCHB and IWF

CFASCHBIWF

CFA—37.5%17.0%

SCHB37.5%—52.9%

IWF17.0%52.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.6%CFA, at 11.1% volatility

CFAWorst drop−7.1%11.1% vol

SCHBWorst drop−8.9%14.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CFASCHB

+13.6%Year to date+11.1%

1.2%Yield1.1%

+15.6%Past year+13.1%

0.38%Fee0.03%

3–1CFA wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

CFA, SCHB and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three