Compare · 3 funds side by side · dividends reinvested

QUS, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,840QUS · best of the three

02 / 04

QUS, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR MSCI USA StrategicFactors ETFUS Stock Styles · Large cap0.15%1.23%+13.9%+17.6%+19.3%+11.0%−6.8%10.0%$1.6B1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: QUS 2015 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI USA StrategicFactors ETF · $1.6B$16,840

QUS

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 60.0% in common

QUSMeasureSCHB

+13.9%Year to dateJan 1 → Nov 9+11.5%

+17.6%1 yearTotal return+13.7%

+19.3%3 years · per year$10,000 became $16,967 · $18,080+21.8%

+11.0%5 years · per year$10,000 became $16,840 · $16,705+10.8%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.23%Trailing 12-mo yield$123 · $106 a year on $10k1.06%

−6.8%Worst dropSmaller is better−8.9%

10.0%VolatilityLower is calmer14.0%

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

6–2QUS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QUS vs SCHB: Top 5 Holdings

Today

QUS

14.3%in top 5

SCHB

in top 524.8%

QUSStockSCHB

3.3%AAPL7.0%

2.3%NVDA6.3%

3.8%MSFT5.5%

not top 5AMZN3.6%

2.6%LLYnot top 5

not top 5GOOGL2.3%

2.2%Vnot top 5

Held in common60.0%

End-of-day Nov 9, 2026 · share of each fund

QUS vs SCHB Returns, Every Period

SPDRQUS

+11.0%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

QUSSCHBFaded: behind in that period

3–1QUS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

QUS vs SCHB

YTD

SPDRQUS

+13.9%

SCHBSchwab

+11.5%

+13.9%Year to date+11.5%

−6.8%Worst drop · 1Y−8.9%

10.0%Volatility · 1Y14.0%

1.2%Yield1.1%

$1.6BAssets$43.2B

4–0QUS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QUS, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

QUS0.15%$15

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: QUS, SCHB, IWF

1.23%highest, QUS

FundTrailing yieldYield$10k

QUS1.23%$123

SCHB1.06%$106

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, QUS

QUS$123 − $15 = $108

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: QUS, SCHB, IWF

Today

60.0%most shared, QUS and SCHB

QUSSCHBIWF

QUS—60.0%39.4%

SCHB60.0%—52.9%

IWF39.4%52.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.6%QUS, at 10.0% volatility

QUSWorst drop−6.8%10.0% vol

SCHBWorst drop−8.9%14.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

QUSSCHB

+13.9%Year to date+11.5%

1.2%Yield1.1%

+17.6%Past year+13.7%

0.15%Fee0.03%

3–1QUS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026