Compare · 2 funds side by side · dividends reinvested

IWL and SCHB

IWLiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,456IWL · best of the two

02 / 04

IWL and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.3

iShares Russell Top 200 ETFUS Stock Styles · Large cap0.15%0.84%+12.0%+11.8%+24.7%+13.0%−9.8%13.4%$2.2B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWL 2009 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 ETF · $2.2B$18,456

IWL

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 76.9% in common

IWLMeasureSCHB

+12.0%Year to dateJan 1 → Nov 4+13.3%

+11.8%1 yearTotal return+13.3%

+24.7%3 years · per year$10,000 became $19,390 · $19,056+24.0%

+13.0%5 years · per year$10,000 became $18,456 · $17,270+11.5%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.84%Trailing 12-mo yield$84 · $104 a year on $10k1.04%

−9.8%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.1%

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

2–6SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWL vs SCHB: Top 5 Holdings

Today

IWL

31.3%in top 5

SCHB

in top 524.4%

IWLStockSCHB

8.6%NVDA6.8%

8.6%AAPL6.6%

6.9%MSFT5.3%

4.3%AMZN3.4%

2.9%GOOGL2.2%

Held in common76.9%

End-of-day Nov 4, 2026 · share of each fund

IWL vs SCHB Returns, Every Period

iSharesIWL

+13.0%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

IWLSCHBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWL vs SCHB

YTD

iSharesIWL

+12.0%

SCHBSchwab

+13.3%

+12.0%Year to date+13.3%

−9.8%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.1%

0.8%Yield1.0%

$2.2BAssets$44.0B

4–0SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWL, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWL0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWL, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

IWL0.84%$84

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

IWL$84 − $15 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWL, SCHB

Today

76.9%most shared, IWL and SCHB

IWLSCHB

IWL—76.9%

SCHB76.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

IWLWorst drop−9.8%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBIWL

+13.3%Year to date+12.0%

1.0%Yield0.8%

+13.3%Past year+11.8%

0.03%Fee0.15%

4–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026