Compare · 3 funds side by side · dividends reinvested

SIMS, SCHB and IWF

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,423SCHB · best of the three

Story of the three · IncomeMost incomeSCHB · 1.06% · $106 a year on $10k

Story of the three · RiskSmallest drop

SIMS, 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%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B1.0

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.57%+5.8%−1.5%+14.7%−0.9%−13.3%22.7%$8M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: SIMS 2017 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$9,549

SIMS

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

SIMS

More Ways to See the Pairs

SIMS vs IWF: Top 5 Holdings

Today

SIMS

18.5%in top 5

IWF

in top 538.2%

SIMSStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: SIMS, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

SIMS0.45%$45

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SIMS, SCHB, IWF

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

IWF

+5.8%Year to dateJan 1 → Nov 13−2.6%

−1.5%1 yearTotal return−3.9%

+14.7%3 years · per year$10,000 became $15,075 · $16,699+18.6%

−0.9%5 years · per year$10,000 became $9,549 · $15,505+9.2%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

0.57%Trailing 12-mo yield$57 · $38 a year on $10k0.38%

−13.3%Worst dropSmaller is better−14.6%

22.7%VolatilityLower is calmer19.6%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

3.9%ADTnot top 5

3.8%VLTOnot top 5

3.8%ALRMnot top 5

3.7%TTEKnot top 5

3.3%ITRInot top 5

Held in common3.0%

End-of-day Nov 13, 2026 · share of each fund

SIMS vs IWF Returns, Every Period

5Y

SPDRSIMS

−0.9%

5 years, per year

IWFiShares

+9.2%

5 years, per year

SIMSIWFFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SIMS vs SCHB

YTD

SPDRSIMS

+5.8%

SCHBSchwab

+11.5%

+5.8%Year to date+11.5%

−13.3%Worst drop · 1Y−8.9%

22.7%Volatility · 1Y14.0%

0.6%Yield1.1%

$8.0MAssets$44.3B

4–0SCHB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

SIMS0.57%$57

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

SIMS$57 − $45 = $12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SIMS, SCHB, IWF

Today

53.2%most shared, SCHB and IWF

SIMSSCHBIWF

SIMS—2.5%3.0%

SCHB2.5%—53.2%

IWF3.0%53.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.6%SCHB, at 14.0% volatility

SCHBWorst drop−8.9%14.0% vol

IWFWorst drop−14.6%19.6% vol

SIMSWorst drop−13.3%22.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBSIMS

+11.5%Year to date+5.8%

1.1%Yield0.6%

+11.6%Past year−1.5%

0.03%Fee0.45%

4–0SCHB wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SIMS, SCHB and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three