Compare · 3 funds side by side · dividends reinvested

SCHA, IWF and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

SCHA, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.11%+18.1%+22.9%+20.4%+6.0%−11.2%19.2%$21.7B1.6

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHA 2009 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $21.7B$13,361

SCHA

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

SCHAMeasureIWF

+18.1%Year to dateJan 1 → Nov 9−2.5%

+22.9%1 yearTotal return−2.2%

+20.4%3 years · per year$10,000 became $17,445 · $17,207+19.8%

+6.0%5 years · per year$10,000 became $13,361 · $15,892+9.7%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.11%Trailing 12-mo yield$111 · $38 a year on $10k0.38%

−11.2%Worst dropSmaller is better−14.6%

19.2%VolatilityLower is calmer19.5%

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

7–1SCHA wins

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

More Ways to See the Pairs

SCHA vs IWF: Top 5 Holdings

Today

SCHA

1.5%in top 5

IWF

in top 539.7%

SCHAStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.3%GKOSnot top 5

0.3%Wnot top 5

0.3%AHRnot top 5

0.3%HALOnot top 5

0.3%BTSGnot top 5

Held in common0.7%

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

SCHA vs IWF Returns, Every Period

SchwabSCHA

+6.0%

5 years, per year

IWFiShares

+9.7%

5 years, per year

SCHAIWFFaded: behind in that period

3–1SCHA wins

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

SCHA vs IJR

YTD

SchwabSCHA

+18.1%

IJRiShares

+18.9%

+18.1%Year to date+18.9%

−11.2%Worst drop · 1Y−9.7%

19.2%Volatility · 1Y16.4%

1.1%Yield1.2%

$21.7BAssets$104B

4–0IJR wins

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

Cost, Income and Risk

Fees: SCHA, IWF, IJR

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

IJR0.06%$6

IWF0.18%$18

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

Yields: SCHA, IWF, IJR

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SCHA1.11%$111

IWF0.38%$38

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

SCHA$111 − $3 = $108

IWF$38 − $18 = $20

KeptFee

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

Overlap: SCHA, IWF, IJR

Today

40.0%most shared, SCHA and IJR

SCHAIWFIJR

SCHA—0.7%40.0%

IWF0.7%—0.1%

IJR40.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

+22.9%SCHA, at 19.2% volatility

IJRWorst drop−9.7%16.4% vol

SCHAWorst drop−11.2%19.2% 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

IJRSCHA

+18.9%Year to date+18.1%

1.2%Yield1.1%

+22.8%Past year+22.9%

0.06%Fee0.03%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026