Compare · 3 funds side by side · dividends reinvested

MLRG, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,270SCHB · best of the three

02 / 04

MLRG, SCHB and IWF, 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%$44.9B1.0

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%0.98%[…][…][…][…][…][…]$1.3B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.3

Rank among the three1st → 3rdFee, 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: MLRG 2004 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA ETF · $1.3B[…]

MLRG

SCHB

Schwab U.S. Broad Market ETF · $44.9B$17,270

$10,000 five years ago, dividends reinvested · they hold 90.0% in common

MLRGMeasureSCHB

[…]Year to dateJan 1 → Nov 4+13.3%

[…]1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

0.98%Trailing 12-mo yield$98 · $104 a year on $10k1.04%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.1%

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

0–1SCHB wins

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

More Ways to See the Pairs

MLRG vs SCHB: Top 5 Holdings

Today

MLRG

26.7%in top 5

SCHB

in top 524.4%

MLRGStockSCHB

7.5%AAPL6.6%

7.3%NVDA6.8%

5.6%MSFT5.3%

3.7%AMZN3.4%

2.5%GOOGL2.2%

Held in common90.0%

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

MLRG vs SCHB Returns, Every Period

iSharesMLRG

[…]

past year

SCHBSchwab

+13.3%

past year

Returns […]

MLRGSCHBFaded: behind in that period

0–0Level

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

MLRG vs SCHB

YTD

iSharesMLRG

[…]

SCHBSchwab

+13.3%

[…]Year to date+13.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.1%

1.0%Yield1.0%

$1.3BAssets$44.9B

0–0level

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

Cost, Income and Risk

Fees: MLRG, SCHB, IWF

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

SCHB0.03%$3

IWF0.18%$18

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

Yields: MLRG, SCHB, IWF

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

MLRG0.98%$98

IWF0.37%$37

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

MLRG$98 − $3 = $95

IWF$37 − $18 = $19

KeptFee

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

Overlap: MLRG, SCHB, IWF

Today

90.0%most shared, MLRG and SCHB

MLRGSCHBIWF

MLRG—90.0%57.0%

SCHB90.0%—53.5%

IWF57.0%53.5%—

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

Return vs Bumpiness: 3 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

IWFWorst drop−15.6%18.3% vol

MLRGWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHBIWF

+13.3%Year to date−0.1%

1.0%Yield0.4%

+13.3%Past year−3.0%

0.03%Fee0.18%

4–0SCHB wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026