Compare · 3 funds side by side · dividends reinvested

IWM, SCHA and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeSCHA · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

IWM, SCHA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.10%+18.5%+21.1%+20.0%+5.7%−11.2%19.2%$22.2B1.6

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+15.8%+17.2%+19.3%+4.8%−11.1%18.8%$77.8B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: IWM 2000 · SCHA 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $77.8B$12,619

IWM

SCHA

Schwab U.S. Small-Cap ETF · $22.2B$13,197

$10,000 five years ago, dividends reinvested · they hold 66.1% in common

IWMMeasure

More Ways to See the Pairs

IWM vs SCHA: Top 5 Holdings

Today

IWM

1.9%in top 5

SCHA

in top 51.5%

IWMStockSCHA

0.5%GKOS0.3%

0.4%BTSG0.3%

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-A

Cost, Income and Risk

Fees: IWM, SCHA, VUG

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

VUG0.03%$3

IWM0.19%$19

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IWM, SCHA, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

IWM vs VB

YTD

iSharesIWM

+15.8%

VBVanguard

+15.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SCHA

+15.8%Year to dateJan 1 → Nov 11+18.5%

+17.2%1 yearTotal return+21.1%

+19.3%3 years · per year$10,000 became $16,985 · $17,261+20.0%

+4.8%5 years · per year$10,000 became $12,619 · $13,197+5.7%

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

0.96%Trailing 12-mo yield$96 · $110 a year on $10k1.10%

−11.1%Worst dropSmaller is better−11.2%

18.8%VolatilityLower is calmer19.2%

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

2–6SCHA wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5W0.3%

not top 5AHR0.3%

not top 5HALO0.3%

Held in common66.1%

End-of-day Nov 11, 2026 · share of each fund

IWM vs SCHA Returns, Every Period

5Y

iSharesIWM

+4.8%

5 years, per year

SCHASchwab

+5.7%

5 years, per year

IWMSCHAFaded: behind in that period

0–4SCHA wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IWM vs SCHA

YTD

iSharesIWM

+15.8%

SCHASchwab

+18.5%

+15.8%Year to date+18.5%

−11.1%Worst drop · 1Y−11.2%

18.8%Volatility · 1Y19.2%

1.0%Yield1.1%

$77.8BAssets$22.2B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, SCHA

FundTrailing yieldYield$10k

SCHA1.10%$110

IWM0.96%$96

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, SCHA

SCHA$110 − $3 = $107

IWM$96 − $19 = $77

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IWM, SCHA, VUG

Today

66.1%most shared, IWM and SCHA

IWMSCHAVUG

IWM—66.1%0.0%

SCHA66.1%—0.1%

VUG0.0%0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.1%SCHA, at 19.2% volatility

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

SCHAWorst drop−11.2%19.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHAIWM

+18.5%Year to date+15.8%

1.1%Yield1.0%

+21.1%Past year+17.2%

0.03%Fee0.19%

4–0SCHA wins

End-of-day Nov 11, 2026

+15.8%Year to date+15.6%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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IWM, SCHA and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three