Compare · 2 funds side by side · dividends reinvested

FNDX and IWF

FNDXSchwab×IWFiShares×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,843FNDX · best of the two

Story of the two · IncomeMost incomeFNDX · 1.44% · $144 a year on $10k

Story of the two · RiskSmallest drop

FNDX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Fundamental U.S. Large Company ETFUS Stock Styles · Large cap0.25%1.44%+21.7%+26.2%+22.7%+13.5%−6.0%10.5%$28.6B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B1.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: FNDX 2013 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab Fundamental U.S. Large Company ETF · $28.6B$18,843

FNDX

IWF

iShares Russell 1000 Growth ETF · $118B$15,699

$10,000 five years ago, dividends reinvested · they hold 27.1% in common

FNDXMeasureIWF

+21.7%

More Ways to See the Pairs

FNDX vs IWF: Top 5 Holdings

Today

FNDX

14.5%in top 5

IWF

in top 538.7%

FNDXStockIWF

not top 5NVDA13.3%

4.9%AAPL8.8%

3.3%MSFT6.5%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: FNDX, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FNDX0.25%$25

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

Yields: FNDX, IWF

1Y

1.44%highest, FNDX

FundTrailing yieldYield

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

−3.4%

+26.2%1 yearTotal return−2.9%

+22.7%3 years · per year$10,000 became $18,482 · $16,897+19.1%

+13.5%5 years · per year$10,000 became $18,843 · $15,699+9.4%

0.25%Expense ratio$25 · $18 a year on $10k · lower is better0.18%

1.44%Trailing 12-mo yield$144 · $38 a year on $10k0.38%

−6.0%Worst dropSmaller is better−14.6%

10.5%VolatilityLower is calmer19.5%

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

7–1FNDX wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

2.4%XOMnot top 5

2.0%AMZNnot top 5

2.0%BRK-Bnot top 5

Held in common27.1%

End-of-day Nov 10, 2026 · share of each fund

FNDX vs IWF Returns, Every Period

5Y

SchwabFNDX

+13.5%

5 years, per year

IWFiShares

+9.4%

5 years, per year

FNDXIWFFaded: behind in that period

4–0FNDX wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FNDX vs IWF

YTD

SchwabFNDX

+21.7%

IWFiShares

−3.4%

+21.7%Year to date−3.4%

−6.0%Worst drop · 1Y−14.6%

10.5%Volatility · 1Y19.5%

1.4%Yield0.4%

$28.6BAssets$118B

4–0FNDX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

FNDX1.44%$144

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$119most kept, FNDX

FNDX$144 − $25 = $119

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FNDX, IWF

Today

27.1%most shared, FNDX and IWF

FNDXIWF

FNDX—27.1%

IWF27.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+26.2%FNDX, at 10.5% volatility

FNDXWorst drop−6.0%10.5% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FNDXIWF

+21.7%Year to date−3.4%

1.4%Yield0.4%

+26.2%Past year−2.9%

0.25%Fee0.18%

3–1FNDX wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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FNDX and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two