Compare · 3 funds side by side · dividends reinvested

PBUS, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,807PBUS · best of the three

02 / 04

PBUS, 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%$42.9B1.4

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.05%+8.5%+9.2%+21.9%+10.9%−9.0%13.8%$10.7B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: PBUS 2017 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI USA ETF · $10.7B$16,807

PBUS

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 89.6% in common

PBUSMeasureSCHB

+8.5%Year to dateJan 1 → Nov 6+8.8%

+9.2%1 yearTotal return+9.7%

+21.9%3 years · per year$10,000 became $18,100 · $17,991+21.6%

+10.9%5 years · per year$10,000 became $16,807 · $16,377+10.4%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.05%Trailing 12-mo yield$105 · $109 a year on $10k1.09%

−9.0%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.8%

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

2–5SCHB wins

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

More Ways to See the Pairs

PBUS vs SCHB: Top 5 Holdings

Today

PBUS

27.2%in top 5

SCHB

in top 524.8%

PBUSStockSCHB

8.0%AAPL7.1%

6.6%NVDA6.2%

6.0%MSFT5.6%

4.0%AMZN3.6%

2.6%GOOGL2.3%

Held in common89.6%

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

PBUS vs SCHB Returns, Every Period

InvescoPBUS

+10.9%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

PBUSSCHBFaded: behind in that period

2–2Level

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

PBUS vs SCHB

YTD

InvescoPBUS

+8.5%

SCHBSchwab

+8.8%

+8.5%Year to date+8.8%

−9.0%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.8%

1.0%Yield1.1%

$10.7BAssets$42.9B

3–0SCHB wins

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

Cost, Income and Risk

Fees: PBUS, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

PBUS0.04%$4

IWF0.18%$18

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

Yields: PBUS, SCHB, IWF

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

PBUS1.05%$105

IWF0.39%$39

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

PBUS$105 − $4 = $101

IWF$39 − $18 = $21

KeptFee

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

Overlap: PBUS, SCHB, IWF

Today

89.6%most shared, PBUS and SCHB

PBUSSCHBIWF

PBUS—89.6%56.1%

SCHB89.6%—52.6%

IWF56.1%52.6%—

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

Return vs Bumpiness: 3 ETFs

+9.7%SCHB, at 13.8% volatility

PBUSWorst drop−9.0%13.8% 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

SCHBPBUS

+8.8%Year to date+8.5%

1.1%Yield1.0%

+9.7%Past year+9.2%

0.03%Fee0.04%

4–0SCHB 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