Compare · 3 funds side by side · dividends reinvested

SMMD, SCHB and IWF

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

02 / 04

SMMD, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.4

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.17%+14.5%+16.9%+19.8%+6.3%−9.7%17.0%$4.1B1.9

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: SMMD 2017 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.1B$13,594

SMMD

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 9.4% in common

SMMDMeasureSCHB

+14.5%Year to dateJan 1 → Nov 6+8.8%

+16.9%1 yearTotal return+9.7%

+19.8%3 years · per year$10,000 became $17,204 · $17,991+21.6%

+6.3%5 years · per year$10,000 became $13,594 · $16,377+10.4%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

1.17%Trailing 12-mo yield$117 · $109 a year on $10k1.09%

−9.7%Worst dropSmaller is better−8.9%

17.0%VolatilityLower is calmer13.8%

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

3–5SCHB wins

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

More Ways to See the Pairs

SMMD vs SCHB: Top 5 Holdings

Today

SMMD

1.6%in top 5

SCHB

in top 524.8%

SMMDStockSCHB

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

not top 5AMZN3.6%

not top 5GOOGL2.3%

0.3%USFDnot top 5

0.3%THCnot top 5

0.3%ATInot top 5

0.3%RGLDnot top 5

0.3%VTRSnot top 5

Held in common9.4%

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

SMMD vs SCHB Returns, Every Period

iSharesSMMD

+6.3%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

SMMDSCHBFaded: behind in that period

2–2Level

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

SMMD vs SCHB

YTD

iSharesSMMD

+14.5%

SCHBSchwab

+8.8%

+14.5%Year to date+8.8%

−9.7%Worst drop · 1Y−8.9%

17.0%Volatility · 1Y13.8%

1.2%Yield1.1%

$4.1BAssets$43.2B

2–2level

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

Cost, Income and Risk

Fees: SMMD, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

SMMD0.23%$23

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

Yields: SMMD, SCHB, IWF

1.17%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.17%$117

SCHB1.09%$109

IWF0.39%$39

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

SMMD$117 − $23 = $94

IWF$39 − $18 = $21

KeptFee

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

Overlap: SMMD, SCHB, IWF

Today

52.6%most shared, SCHB and IWF

SMMDSCHBIWF

SMMD—9.4%2.4%

SCHB9.4%—52.6%

IWF2.4%52.6%—

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

Return vs Bumpiness: 3 ETFs

+16.9%SMMD, at 17.0% volatility

SCHBWorst drop−8.9%13.8% vol

SMMDWorst drop−9.7%17.0% 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

SMMDSCHB

+14.5%Year to date+8.8%

1.2%Yield1.1%

+16.9%Past year+9.7%

0.23%Fee0.03%

3–1SMMD 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