Compare · 3 funds side by side · dividends reinvested

SCHB, VTV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the three · RiskSmallest drop

SCHB, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.1

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.1%+13.1%+21.2%+10.7%−8.9%14.0%$44.1B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: SCHB 2009 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Broad Market ETF · $44.1B$16,600

SCHB

VTV

Vanguard Morningstar Value ETF · $184B$17,803

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

SCHBMeasure

More Ways to See the Pairs

SCHB vs VTV: Top 5 Holdings

Today

SCHB

24.8%in top 5

VTV

in top 515.8%

SCHBStockVTV

7.0%AAPLnot top 5

6.3%NVDAnot top 5

5.5%MSFTnot top 5

not top 5MU4.6%

3.6%AMZNnot top 5

Cost, Income and Risk

Fees: SCHB, VTV, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

IWF0.18%$18

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

Yields: SCHB, VTV, IWF

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.2%

ITOTiShares

+11.0%

+11.2%Year to date+11.0%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

VTV

+11.1%Year to dateJan 1 → Nov 10+21.0%

+13.1%1 yearTotal return+24.8%

+21.2%3 years · per year$10,000 became $17,818 · $17,572+20.7%

+10.7%5 years · per year$10,000 became $16,600 · $17,803+12.2%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.06%Trailing 12-mo yield$106 · $183 a year on $10k1.83%

−8.9%Worst dropSmaller is better−6.4%

14.0%VolatilityLower is calmer10.8%

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

1–6VTV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

2.3%GOOGLnot top 5

Held in common39.3%

End-of-day Nov 10, 2026 · share of each fund

SCHB vs VTV Returns, Every Period

5Y

SchwabSCHB

+10.7%

5 years, per year

VTVVanguard

+12.2%

5 years, per year

SCHBVTVFaded: behind in that period

1–3VTV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SCHB vs VTV

YTD

SchwabSCHB

+11.1%

VTVVanguard

+21.0%

+11.1%Year to date+21.0%

−8.9%Worst drop · 1Y−6.4%

14.0%Volatility · 1Y10.8%

1.1%Yield1.8%

$44.1BAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SCHB1.06%$106

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SCHB, VTV, IWF

Today

52.9%most shared, SCHB and IWF

SCHBVTVIWF

SCHB—39.3%52.9%

VTV39.3%—11.8%

IWF52.9%11.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SCHBWorst drop−8.9%14.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSCHB

+21.0%Year to date+11.1%

1.8%Yield1.1%

+24.8%Past year+13.1%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

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SCHB, VTV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three