Compare · 3 funds side by side · dividends reinvested

SCDS, SCHB and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,545SCHB · best of the three

Story of the three · IncomeMost incomeSCDS · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

SCDS, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.9%+12.0%+21.4%+10.6%−8.9%14.0%$44.5B1.4

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.11%+21.3%+23.2%[…][…]−9.7%17.9%$10M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: SCDS 2024 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Fundamental Data Science Small Core ETF · $10M[…]

SCDS

SCHB

Schwab U.S. Broad Market ETF · $44.5B$16,545

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

SCDS

More Ways to See the Pairs

SCDS vs SCHB: Top 5 Holdings

Today

SCDS

4.9%in top 5

SCHB

in top 523.9%

SCDSStockSCHB

not top 5AAPL7.0%

not top 5NVDA5.7%

not top 5MSFT5.3%

not top 5AMZN3.5%

not top 5GOOGL

Cost, Income and Risk

Fees: SCDS, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

SCDS0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SCDS, SCHB, IWF

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.0B

2–0VTI wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

SCHB

+21.3%Year to dateJan 1 → Nov 12+11.9%

+23.2%1 yearTotal return+12.0%

[…]3 years · per year$10,000 became […] · $17,887+21.4%

[…]5 years · per year$10,000 became […] · $16,545+10.6%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

1.11%Trailing 12-mo yield$111 · $106 a year on $10k1.06%

−9.7%Worst dropSmaller is better−8.9%

17.9%VolatilityLower is calmer14.0%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.3%

1.1%RHPnot top 5

1.0%LTHnot top 5

0.9%WSFSnot top 5

0.9%CHEFnot top 5

0.9%CONnot top 5

Held in common1.7%

End-of-day Nov 12, 2026 · share of each fund

SCDS vs SCHB Returns, Every Period

1Y

J.P. MorganSCDS

+23.2%

past year

SCHBSchwab

+12.0%

past year

SCDSSCHBFaded: behind in that period

2–0SCDS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SCDS vs SCHB

YTD

J.P. MorganSCDS

+21.3%

SCHBSchwab

+11.9%

+21.3%Year to date+11.9%

−9.7%Worst drop · 1Y−8.9%

17.9%Volatility · 1Y14.0%

1.1%Yield1.1%

$9.5MAssets$44.5B

2–1SCHB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.11%$111

SCHB1.06%$106

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

SCDS$111 − $40 = $71

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SCDS, SCHB, IWF

Today

53.1%most shared, SCHB and IWF

SCDSSCHBIWF

SCDS—1.7%0.9%

SCHB1.7%—53.1%

IWF0.9%53.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.2%SCDS, at 17.9% volatility

SCHBWorst drop−8.9%14.0% vol

SCDSWorst drop−9.7%17.9% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCDSSCHB

+21.3%Year to date+11.9%

1.1%Yield1.1%

+23.2%Past year+12.0%

0.40%Fee0.03%

2–1SCDS wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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SCDS, SCHB and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three