Compare · 3 funds side by side · dividends reinvested

LRGF, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,963LRGF · best of the three

02 / 04

LRGF, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.06%+13.3%+12.4%+24.5%+13.7%−8.7%12.9%$3.7B1.4

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%$44.9B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: LRGF 2015 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.7B$17,963

LRGF

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 66.0% in common

LRGFMeasureSCHB

+13.3%Year to dateJan 1 → Nov 5+13.3%

+12.4%1 yearTotal return+13.3%

+24.5%3 years · per year$10,000 became $19,310 · $19,056+24.0%

+13.7%5 years · per year$10,000 became $19,018 · $17,270+11.5%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.06%Trailing 12-mo yield$106 · $104 a year on $10k1.04%

−8.7%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.1%

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

5–2LRGF wins

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

More Ways to See the Pairs

LRGF vs SCHB: Top 5 Holdings

Today

LRGF

26.2%in top 5

SCHB

in top 524.8%

LRGFStockSCHB

7.2%AAPL6.9%

6.8%NVDA6.5%

5.7%MSFT5.6%

3.3%AMZN3.5%

3.3%GOOGnot top 5

not top 5GOOGL2.3%

Held in common66.0%

End-of-day Nov 5, 2026 · share of each fund

LRGF vs SCHB Returns, Every Period

iSharesLRGF

+13.7%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

LRGFSCHBFaded: behind in that period

2–1LRGF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LRGF vs SCHB

YTD

iSharesLRGF

+13.3%

SCHBSchwab

+13.3%

+13.3%Year to date+13.3%

−8.7%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.1%

1.1%Yield1.0%

$3.7BAssets$44.9B

3–0LRGF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LRGF, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

LRGF0.08%$8

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LRGF, SCHB, IWF

1.06%highest, LRGF

FundTrailing yieldYield$10k

LRGF1.06%$106

SCHB1.04%$104

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

LRGF$106 − $8 = $98

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LRGF, SCHB, IWF

Today

66.0%most shared, LRGF and SCHB

LRGFSCHBIWF

LRGF—66.0%49.5%

SCHB66.0%—53.3%

IWF49.5%53.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.3%SCHB, at 13.1% volatility

LRGFWorst drop−8.7%12.9% vol

SCHBWorst drop−8.9%13.1% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LRGFSCHB

+13.3%Year to date+13.3%

1.1%Yield1.0%

+12.4%Past year+13.3%

0.08%Fee0.03%

2–1SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026