Compare · 3 funds side by side · dividends reinvested

FNDA, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,348SCHB · best of the three

02 / 04

FNDA, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.4

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.24%+13.6%+18.6%+17.4%+6.8%−9.4%16.1%$9.1B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FNDA 2013 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Small Company Index ETF · $9.1B$13,878

FNDA

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

FNDAMeasureSCHB

+13.6%Year to dateJan 1 → Nov 5+8.4%

+18.6%1 yearTotal return+9.8%

+17.4%3 years · per year$10,000 became $16,173 · $18,100+21.9%

+6.8%5 years · per year$10,000 became $13,878 · $16,348+10.3%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

1.24%Trailing 12-mo yield$124 · $109 a year on $10k1.09%

−9.4%Worst dropSmaller is better−8.9%

16.1%VolatilityLower is calmer13.8%

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

3–5SCHB wins

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

More Ways to See the Pairs

FNDA vs SCHB: Top 5 Holdings

Today

FNDA

2.1%in top 5

SCHB

in top 524.8%

FNDAStockSCHB

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

not top 5AMZN3.5%

not top 5GOOGL2.3%

0.5%ANFnot top 5

0.5%VSXYnot top 5

0.4%GVMXXnot top 5

0.4%FDSnot top 5

0.4%ETSYnot top 5

Held in common6.6%

End-of-day Nov 5, 2026 · share of each fund

FNDA vs SCHB Returns, Every Period

SchwabFNDA

+6.8%

5 years, per year

SCHBSchwab

+10.3%

5 years, per year

FNDASCHBFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FNDA vs SCHB

YTD

SchwabFNDA

+13.6%

SCHBSchwab

+8.4%

+13.6%Year to date+8.4%

−9.4%Worst drop · 1Y−8.9%

16.1%Volatility · 1Y13.8%

1.2%Yield1.1%

$9.1BAssets$44.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNDA, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

FNDA0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FNDA, SCHB, IWF

1.24%highest, FNDA

FundTrailing yieldYield$10k

FNDA1.24%$124

SCHB1.09%$109

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

FNDA$124 − $25 = $99

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FNDA, SCHB, IWF

Today

53.3%most shared, SCHB and IWF

FNDASCHBIWF

FNDA—6.6%3.8%

SCHB6.6%—53.3%

IWF3.8%53.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.6%FNDA, at 16.1% volatility

SCHBWorst drop−8.9%13.8% vol

FNDAWorst drop−9.4%16.1% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FNDASCHB

+13.6%Year to date+8.4%

1.2%Yield1.1%

+18.6%Past year+9.8%

0.25%Fee0.03%

3–1FNDA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026