Compare · 3 funds side by side · dividends reinvested

ONEY, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

ONEY, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$42.9B1.5

State Street SPDR Russell 1000 Yield Focus ETFUS Stock Styles · Large cap0.20%2.83%+21.3%+24.9%+19.0%+10.3%−9.1%12.9%$687M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: ONEY 2015 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Russell 1000 Yield Focus ETF · $687M$16,321

ONEY

SCHB

Schwab U.S. Broad Market ETF · $42.9B$16,377

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

ONEYMeasureSCHB

+21.3%Year to dateJan 1 → Nov 6+8.8%

+24.9%1 yearTotal return+9.7%

+19.0%3 years · per year$10,000 became $16,835 · $17,991+21.6%

+10.3%5 years · per year$10,000 became $16,321 · $16,377+10.4%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

2.83%Trailing 12-mo yield$283 · $109 a year on $10k1.09%

−9.1%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ONEY vs SCHB: Top 5 Holdings

Today

ONEY

11.6%in top 5

SCHB

in top 524.8%

ONEYStockSCHB

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

3.8%PGRnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.3%

2.2%ACNnot top 5

2.2%CMCSAnot top 5

1.9%ALLnot top 5

1.5%CInot top 5

Held in common7.2%

End-of-day Nov 6, 2026 · share of each fund

ONEY vs SCHB Returns, Every Period

SPDRONEY

+10.3%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

ONEYSCHBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ONEY vs SCHB

YTD

SPDRONEY

+21.3%

SCHBSchwab

+8.8%

+21.3%Year to date+8.8%

−9.1%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.8%

2.8%Yield1.1%

$687MAssets$42.9B

3–1ONEY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ONEY, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

ONEY0.20%$20

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ONEY, SCHB, IWF

2.83%highest, ONEY

FundTrailing yieldYield$10k

ONEY2.83%$283

SCHB1.09%$109

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$263most kept, ONEY

ONEY$283 − $20 = $263

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ONEY, SCHB, IWF

Today

52.6%most shared, SCHB and IWF

ONEYSCHBIWF

ONEY—7.2%1.1%

SCHB7.2%—52.6%

IWF1.1%52.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.9%ONEY, at 12.9% volatility

ONEYWorst drop−9.1%12.9% vol

SCHBWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ONEYSCHB

+21.3%Year to date+8.8%

2.8%Yield1.1%

+24.9%Past year+9.7%

0.20%Fee0.03%

3–1ONEY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026