Compare · 2 funds side by side · dividends reinvested

FNDA and IWB

FNDASchwab×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

FNDA and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.4

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.20%+17.7%+21.5%+19.1%+7.9%−9.4%15.7%$9.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FNDA 2013 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Small Company Index ETF · $9.0B$14,615

FNDA

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

FNDAMeasureIWB

+17.7%Year to dateJan 1 → Nov 4+13.0%

+21.5%1 yearTotal return+13.2%

+19.1%3 years · per year$10,000 became $16,896 · $19,023+23.9%

+7.9%5 years · per year$10,000 became $14,615 · $17,459+11.8%

0.25%Expense ratio$25 · $15 a year on $10k · lower is better0.15%

1.20%Trailing 12-mo yield$120 · $91 a year on $10k0.91%

−9.4%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer12.9%

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

3–5IWB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNDA vs IWB: Top 5 Holdings

Today

FNDA

2.0%in top 5

IWB

in top 525.2%

FNDAStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

not top 5GOOGL2.3%

0.5%ANFnot top 5

0.4%VSXYnot top 5

0.4%FDSnot top 5

0.4%EXELnot top 5

0.4%RPRXnot top 5

Held in common4.8%

End-of-day Nov 4, 2026 · share of each fund

FNDA vs IWB Returns, Every Period

SchwabFNDA

+7.9%

5 years, per year

IWBiShares

+11.8%

5 years, per year

FNDAIWBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FNDA vs IWB

YTD

SchwabFNDA

+17.7%

IWBiShares

+13.0%

+17.7%Year to date+13.0%

−9.4%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y12.9%

1.2%Yield0.9%

$9.0BAssets$47.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNDA, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

FNDA0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FNDA, IWB

1.20%highest, FNDA

FundTrailing yieldYield$10k

FNDA1.20%$120

IWB0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$95most kept, FNDA

FNDA$120 − $25 = $95

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FNDA, IWB

Today

4.8%most shared, FNDA and IWB

FNDAIWB

FNDA—4.8%

IWB4.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.5%FNDA, at 15.7% volatility

IWBWorst drop−8.9%12.9% vol

FNDAWorst drop−9.4%15.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FNDAIWB

+17.7%Year to date+13.0%

1.2%Yield0.9%

+21.5%Past year+13.2%

0.25%Fee0.15%

3–1FNDA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026