Compare · 3 funds side by side · dividends reinvested

SCHA, IWF and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

SCHA, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.15%+13.7%+18.2%+20.0%+5.7%−11.2%19.1%$22.4B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHA 2009 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $22.4B$13,171

SCHA

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

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

SCHAMeasureIWF

+13.7%Year to dateJan 1 → Nov 5−6.5%

+18.2%1 yearTotal return−7.6%

+20.0%3 years · per year$10,000 became $17,285 · $17,073+19.5%

+5.7%5 years · per year$10,000 became $13,171 · $15,330+8.9%

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

1.15%Trailing 12-mo yield$115 · $39 a year on $10k0.39%

−11.2%Worst dropSmaller is better−14.6%

19.1%VolatilityLower is calmer19.3%

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

7–1SCHA wins

End-of-day Nov 5, 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

1.6%in top 5

IWF

in top 539.6%

SCHAStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

0.4%HALOnot top 5

0.3%GKOSnot top 5

0.3%Wnot top 5

0.3%BMNRnot top 5

0.3%AHRnot top 5

Held in common0.7%

End-of-day Nov 5, 2026 · share of each fund

SCHA vs IWF Returns, Every Period

SchwabSCHA

+5.7%

5 years, per year

IWFiShares

+8.9%

5 years, per year

SCHAIWFFaded: behind in that period

3–1SCHA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCHA vs VO

YTD

SchwabSCHA

+13.7%

VOVanguard

+10.7%

+13.7%Year to date+10.7%

−11.2%Worst drop · 1Y−8.2%

19.1%Volatility · 1Y12.9%

1.1%Yield1.4%

$22.4BAssets$103B

3–1VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHA, IWF, VO

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

VO0.03%$3

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHA, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SCHA1.15%$115

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SCHA$115 − $3 = $112

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHA, IWF, VO

Today

9.2%most shared, IWF and VO

SCHAIWFVO

SCHA—0.7%0.0%

IWF0.7%—9.2%

VO0.0%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.2%SCHA, at 19.1% volatility

VOWorst drop−8.2%12.9% vol

SCHAWorst drop−11.2%19.1% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOSCHA

+10.7%Year to date+13.7%

1.4%Yield1.1%

+12.4%Past year+18.2%

0.03%Fee0.03%

2–1SCHA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026