Compare · 3 funds side by side · dividends reinvested

FNDA, VOO and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

FNDA, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.4

Schwab Fundamental U.S. Small Company Index ETFUS Stock Styles · Large cap0.25%1.25%+13.5%+16.9%+17.2%+6.8%−9.4%16.0%$8.8B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FNDA 2013 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Small Company Index ETF · $8.8B$13,903

FNDA

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

FNDAMeasureVOO

+13.5%Year to dateJan 1 → Nov 6+8.7%

+16.9%1 yearTotal return+9.8%

+17.2%3 years · per year$10,000 became $16,098 · $18,079+21.8%

+6.8%5 years · per year$10,000 became $13,903 · $17,177+11.4%

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

1.25%Trailing 12-mo yield$125 · $110 a year on $10k1.10%

−9.4%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer13.5%

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

3–5VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FNDA vs VOO: Top 5 Holdings

Today

FNDA

2.2%in top 5

VOO

in top 528.3%

FNDAStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.5%ANFnot top 5

0.5%VSXYnot top 5

0.4%GVMXXnot top 5

0.4%FDSnot top 5

0.4%ACHCnot top 5

Held in common2.0%

End-of-day Nov 6, 2026 · share of each fund

FNDA vs VOO Returns, Every Period

SchwabFNDA

+6.8%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

FNDAVOOFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FNDA vs VOO

YTD

SchwabFNDA

+13.5%

VOOVanguard

+8.7%

+13.5%Year to date+8.7%

−9.4%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y13.5%

1.2%Yield1.1%

$8.8BAssets$1.00T

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNDA, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

FNDA0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FNDA, VOO, IWF

1.25%highest, FNDA

FundTrailing yieldYield$10k

FNDA1.25%$125

VOO1.10%$110

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

FNDA$125 − $25 = $100

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FNDA, VOO, IWF

Today

59.3%most shared, VOO and IWF

FNDAVOOIWF

FNDA—2.0%3.7%

VOO2.0%—59.3%

IWF3.7%59.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%FNDA, at 16.0% volatility

VOOWorst drop−8.9%13.5% vol

FNDAWorst drop−9.4%16.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FNDAVOO

+13.5%Year to date+8.7%

1.2%Yield1.1%

+16.9%Past year+9.8%

0.25%Fee0.03%

3–1FNDA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026