Compare · 3 funds side by side · dividends reinvested

SPTM, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,251SPTM · best of the three

02 / 04

SPTM, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.07%+11.6%+14.0%+21.6%+11.5%−8.7%13.6%$13.7B1.1

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$44.2B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPTM 2000 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $13.7B$17,251

SPTM

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 95.8% in common

SPTMMeasureSCHB

+11.6%Year to dateJan 1 → Nov 9+11.5%

+14.0%1 yearTotal return+13.7%

+21.6%3 years · per year$10,000 became $17,985 · $18,080+21.8%

+11.5%5 years · per year$10,000 became $17,251 · $16,705+10.8%

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

1.07%Trailing 12-mo yield$107 · $106 a year on $10k1.06%

−8.7%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer14.0%

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

6–1SPTM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPTM vs SCHB: Top 5 Holdings

Today

SPTM

25.7%in top 5

SCHB

in top 524.8%

SPTMStockSCHB

7.3%AAPL7.0%

6.6%NVDA6.3%

5.7%MSFT5.5%

3.7%AMZN3.6%

2.4%GOOGL2.3%

Held in common95.8%

End-of-day Nov 9, 2026 · share of each fund

SPTM vs SCHB Returns, Every Period

SPDRSPTM

+11.5%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

SPTMSCHBFaded: behind in that period

3–1SPTM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPTM vs SCHB

YTD

SPDRSPTM

+11.6%

SCHBSchwab

+11.5%

+11.6%Year to date+11.5%

−8.7%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y14.0%

1.1%Yield1.1%

$13.7BAssets$44.2B

3–0SPTM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPTM, SCHB, IWF

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

SCHB0.03%$3

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPTM, SCHB, IWF

1.07%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.07%$107

SCHB1.06%$106

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPTM, SCHB, IWF

Today

95.8%most shared, SPTM and SCHB

SPTMSCHBIWF

SPTM—95.8%53.1%

SCHB95.8%—52.9%

IWF53.1%52.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.0%SPTM, at 13.6% volatility

SPTMWorst drop−8.7%13.6% vol

SCHBWorst drop−8.9%14.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPTMSCHB

+11.6%Year to date+11.5%

1.1%Yield1.1%

+14.0%Past year+13.7%

0.03%Fee0.03%

2–0SPTM wins

End-of-day Nov 9, 2026

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$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026