Compare · 3 funds side by side · dividends reinvested

EQTY, SCHB and IWF

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

02 / 04

EQTY, 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%$43.2B1.4

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+11.7%+18.1%+19.1%[…]−11.9%13.5%$1.4B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.5

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: EQTY 2011 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

EQTYMeasureSCHB

+11.7%Year to dateJan 1 → Nov 9+11.5%

+18.1%1 yearTotal return+13.7%

+19.1%3 years · per year$10,000 became $16,904 · $18,080+21.8%

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

0.99%Expense ratio$99 · $3 a year on $10k · lower is better0.03%

0.02%Trailing 12-mo yield$2 · $106 a year on $10k1.06%

−11.9%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer14.0%

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

3–4SCHB wins

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

More Ways to See the Pairs

EQTY vs SCHB: Top 5 Holdings

Today

EQTY

23.3%in top 5

SCHB

in top 524.8%

EQTYStockSCHB

not top 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

5.4%GOOGnot top 5

4.8%AMZN3.6%

4.5%ICEnot top 5

4.4%BDXnot top 5

4.2%PMnot top 5

not top 5GOOGL2.3%

Held in common20.3%

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

EQTY vs SCHB Returns, Every Period

KovitzEQTY

+18.1%

past year

SCHBSchwab

+13.7%

past year

EQTYSCHBFaded: behind in that period

2–1EQTY wins

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

EQTY vs SCHB

YTD

KovitzEQTY

+11.7%

SCHBSchwab

+11.5%

+11.7%Year to date+11.5%

−11.9%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y14.0%

0.0%Yield1.1%

$1.4BAssets$43.2B

2–2level

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

Cost, Income and Risk

Fees: EQTY, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

EQTY0.99%$99

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

Yields: EQTY, SCHB, IWF

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

IWF0.38%$38

EQTY0.02%$2

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: EQTY, SCHB, IWF

Today

52.9%most shared, SCHB and IWF

EQTYSCHBIWF

EQTY—20.3%20.8%

SCHB20.3%—52.9%

IWF20.8%52.9%—

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

Return vs Bumpiness: 3 ETFs

+18.1%EQTY, at 13.5% volatility

EQTYWorst drop−11.9%13.5% vol

SCHBWorst drop−8.9%14.0% 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

SCHBEQTY

+11.5%Year to date+11.7%

1.1%Yield0.0%

+13.7%Past year+18.1%

0.03%Fee0.99%

2–2level

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$93.2B

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$59.7B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026