Compare · 3 funds side by side · dividends reinvested

IUS, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,671IUS · best of the three

02 / 04

IUS, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.22%+24.7%+28.9%+22.9%+14.5%−6.1%10.9%$1.0B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$44.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: IUS 2018 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI Strategic US ETF · $1.0B$19,671

IUS

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 59.2% in common

IUSMeasureSCHB

+24.7%Year to dateJan 1 → Nov 9+11.5%

+28.9%1 yearTotal return+13.7%

+22.9%3 years · per year$10,000 became $18,573 · $18,080+21.8%

+14.5%5 years · per year$10,000 became $19,671 · $16,705+10.8%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

1.22%Trailing 12-mo yield$122 · $106 a year on $10k1.06%

−6.1%Worst dropSmaller is better−8.9%

10.9%VolatilityLower is calmer14.0%

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

7–1IUS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUS vs SCHB: Top 5 Holdings

Today

IUS

17.2%in top 5

SCHB

in top 524.8%

IUSStockSCHB

4.3%AAPL7.0%

not top 5NVDA6.3%

4.2%MSFT5.5%

2.7%AMZN3.6%

3.0%BRK-Bnot top 5

2.9%GOOGL2.3%

Held in common59.2%

End-of-day Nov 9, 2026 · share of each fund

IUS vs SCHB Returns, Every Period

InvescoIUS

+14.5%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

IUSSCHBFaded: behind in that period

4–0IUS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IUS vs SCHB

YTD

InvescoIUS

+24.7%

SCHBSchwab

+11.5%

+24.7%Year to date+11.5%

−6.1%Worst drop · 1Y−8.9%

10.9%Volatility · 1Y14.0%

1.2%Yield1.1%

$1.0BAssets$44.2B

4–0IUS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUS, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

IUS0.19%$19

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IUS, SCHB, IWF

1.22%highest, IUS

FundTrailing yieldYield$10k

IUS1.22%$122

SCHB1.06%$106

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

IUS$122 − $19 = $103

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IUS, SCHB, IWF

Today

59.2%most shared, IUS and SCHB

IUSSCHBIWF

IUS—59.2%32.7%

SCHB59.2%—52.9%

IWF32.7%52.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.9%IUS, at 10.9% volatility

IUSWorst drop−6.1%10.9% vol

SCHBWorst drop−8.9%14.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSSCHB

+24.7%Year to date+11.5%

1.2%Yield1.1%

+28.9%Past year+13.7%

0.19%Fee0.03%

3–1IUS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026