Compare · 2 funds side by side · dividends reinvested

FNDA and IWB

FNDASchwab×IWBiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,772IWB · best of the two

Story of the two · IncomeMost incomeFNDA · 1.22% · $122 a year on $10k

Story of the two · RiskSmallest drop

FNDA and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.7%+11.8%+21.3%+10.9%−8.9%13.7%$48.1B1.4

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.22%+15.7%+18.3%+16.5%+6.5%−9.4%16.2%$8.9B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: FNDA 2013 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab Fundamental U.S. Small Company Index ETF · $8.9B$13,696

FNDA

IWB

iShares Russell 1000 ETF · $48.1B$16,772

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

FNDAMeasureIWB

+15.7%

More Ways to See the Pairs

FNDA vs IWB: Top 5 Holdings

Today

FNDA

2.1%in top 5

IWB

in top 524.7%

FNDAStockIWB

not top 5AAPL7.3%

not top 5NVDA5.8%

not top 5MSFT5.5%

not top 5AMZN3.7%

not top 5GOOGL

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 12, 2026 · fee on $10,000 a year

Yields: FNDA, IWB

1Y

1.22%highest, FNDA

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+11.7%

+18.3%1 yearTotal return+11.8%

+16.5%3 years · per year$10,000 became $15,815 · $17,870+21.3%

+6.5%5 years · per year$10,000 became $13,696 · $16,772+10.9%

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

1.22%Trailing 12-mo yield$122 · $92 a year on $10k0.92%

−9.4%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.7%

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

3–5IWB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%

0.5%VSXYnot top 5

0.4%ANFnot top 5

0.4%ACHCnot top 5

0.4%FDSnot top 5

0.4%RPRXnot top 5

Held in common4.7%

End-of-day Nov 12, 2026 · share of each fund

FNDA vs IWB Returns, Every Period

5Y

SchwabFNDA

+6.5%

5 years, per year

IWBiShares

+10.9%

5 years, per year

FNDAIWBFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FNDA vs IWB

YTD

SchwabFNDA

+15.7%

IWBiShares

+11.7%

+15.7%Year to date+11.7%

−9.4%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.7%

1.2%Yield0.9%

$8.9BAssets$48.1B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

FNDA1.22%$122

IWB0.92%$92

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

Income After Fees on $10,000

1Y

$97most kept, FNDA

FNDA$122 − $25 = $97

IWB$92 − $15 = $77

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FNDA, IWB

Today

4.7%most shared, FNDA and IWB

FNDAIWB

FNDA—4.7%

IWB4.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+18.3%FNDA, at 16.2% volatility

IWBWorst drop−8.9%13.7% vol

FNDAWorst drop−9.4%16.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FNDAIWB

+15.7%Year to date+11.7%

1.2%Yield0.9%

+18.3%Past year+11.8%

0.25%Fee0.15%

3–1FNDA wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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FNDA and IWB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two