Compare · 3 funds side by side · dividends reinvested

CGUS, SCHB and IWF

CGUSCapital Group×SCHBSchwab×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,705SCHB · best of the three

02 / 04

CGUS, 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%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$44.2B1.0

Capital Group Core Equity ETFUS Stock Styles · Large cap0.33%0.83%+10.4%+12.3%+21.4%[…]−9.6%14.2%$11.9B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: CGUS 2022 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Core Equity ETF · $11.9B[…]

CGUS

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 39.5% in common

CGUSMeasureSCHB

+10.4%Year to dateJan 1 → Nov 9+11.5%

+12.3%1 yearTotal return+13.7%

+21.4%3 years · per year$10,000 became $17,895 · $18,080+21.8%

[…]5 years · per year$10,000 became […] · $16,705+10.8%

0.33%Expense ratio$33 · $3 a year on $10k · lower is better0.03%

0.83%Trailing 12-mo yield$83 · $106 a year on $10k1.06%

−9.6%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer14.0%

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

0–7SCHB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGUS vs SCHB: Top 5 Holdings

Today

CGUS

28.1%in top 5

SCHB

in top 524.8%

CGUSStockSCHB

7.4%MSFT5.5%

not top 5AAPL7.0%

6.8%NVDA6.3%

5.5%AMZN3.6%

4.5%AVGOnot top 5

3.9%METAnot top 5

not top 5GOOGL2.3%

Held in common39.5%

End-of-day Nov 9, 2026 · share of each fund

CGUS vs SCHB Returns, Every Period

Capital GroupCGUS

+12.3%

past year

SCHBSchwab

+13.7%

past year

CGUSSCHBFaded: behind in that period

0–3SCHB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CGUS vs SCHB

YTD

Capital GroupCGUS

+10.4%

SCHBSchwab

+11.5%

+10.4%Year to date+11.5%

−9.6%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y14.0%

0.8%Yield1.1%

$11.9BAssets$44.2B

4–0SCHB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGUS, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

CGUS0.33%$33

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CGUS, SCHB, IWF

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

CGUS0.83%$83

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

CGUS$83 − $33 = $50

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CGUS, SCHB, IWF

Today

52.9%most shared, SCHB and IWF

CGUSSCHBIWF

CGUS—39.5%41.7%

SCHB39.5%—52.9%

IWF41.7%52.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.7%SCHB, at 14.0% volatility

SCHBWorst drop−8.9%14.0% vol

CGUSWorst drop−9.6%14.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBCGUS

+11.5%Year to date+10.4%

1.1%Yield0.8%

+13.7%Past year+12.3%

0.03%Fee0.33%

4–0SCHB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026