Compare · 3 funds side by side · dividends reinvested

SCHB, IWF and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

SCHB, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

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%$43.2B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

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: SCHB 2009 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $43.2B$16,377

SCHB

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 52.6% in common

SCHBMeasureIWF

+8.8%Year to dateJan 1 → Nov 6−5.3%

+9.7%1 yearTotal return−6.5%

+21.6%3 years · per year$10,000 became $17,991 · $17,022+19.4%

+10.4%5 years · per year$10,000 became $16,377 · $15,442+9.1%

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

1.09%Trailing 12-mo yield$109 · $39 a year on $10k0.39%

−8.9%Worst dropSmaller is better−14.6%

13.8%VolatilityLower is calmer19.4%

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

8–0SCHB wins

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

More Ways to See the Pairs

SCHB vs IWF: Top 5 Holdings

Today

SCHB

24.8%in top 5

IWF

in top 539.8%

SCHBStockIWF

6.2%NVDA14.1%

7.1%AAPL9.0%

5.6%MSFT6.6%

2.3%GOOGL5.5%

not top 5AVGO4.5%

3.6%AMZNnot top 5

Held in common52.6%

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

SCHB vs IWF Returns, Every Period

SchwabSCHB

+10.4%

5 years, per year

IWFiShares

+9.1%

5 years, per year

SCHBIWFFaded: behind in that period

4–0SCHB wins

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

SCHB vs VO

YTD

SchwabSCHB

+8.8%

VOVanguard

+10.6%

+8.8%Year to date+10.6%

−8.9%Worst drop · 1Y−8.2%

13.8%Volatility · 1Y12.9%

1.1%Yield1.4%

$43.2BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: SCHB, IWF, VO

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VO0.03%$3

IWF0.18%$18

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

Yields: SCHB, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SCHB1.09%$109

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

KeptFee

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

Overlap: SCHB, IWF, VO

Today

52.6%most shared, SCHB and IWF

SCHBIWFVO

SCHB—52.6%15.4%

IWF52.6%—9.2%

VO15.4%9.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% 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

VOSCHB

+10.6%Year to date+8.8%

1.4%Yield1.1%

+11.6%Past year+9.7%

0.03%Fee0.03%

3–0VO 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$93.2B

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$59.7B

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