Compare · 3 funds side by side · dividends reinvested

STAX, SCHB and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,545SCHB · best of the three

Story of the three · IncomeMost incomeSTAX · 3.21% · $321 a year on $10k

Story of the three · RiskSmallest drop

STAX, 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%+11.9%+12.0%+21.4%+10.6%−8.9%14.0%$44.1B1.4

Nomura Tax-Free USA Short Term ETFUS Stock Styles · Large cap0.29%3.21%+1.0%+1.5%[…][…]−2.7%1.9%$11M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: STAX 2023 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,697

IWF

STAX

Nomura Tax-Free USA Short Term ETF · $11M[…]

$10,000 five years ago, dividends reinvested

IWFMeasure

More Ways to See the Pairs

IWF vs STAX: Top 5 Holdings

Today

IWF

38.2%in top 5

STAX

in top 5[…]

IWFStockSTAX

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

Cost, Income and Risk

Fees: STAX, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

STAX0.29%$29

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: STAX, SCHB, IWF

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

STAX

−1.5%Year to dateJan 1 → Nov 12+1.0%

−3.0%1 yearTotal return+1.5%

+19.2%3 years · per year$10,000 became $16,957 · […][…]

+9.4%5 years · per year$10,000 became $15,697 · […][…]

0.18%Expense ratio$18 · $29 a year on $10k · lower is better0.29%

0.37%Trailing 12-mo yield$37 · $321 a year on $10k3.21%

−14.6%Worst dropSmaller is better−2.7%

19.6%VolatilityLower is calmer1.9%

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

1–5STAX wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

IWF vs STAX Returns, Every Period

1Y

iSharesIWF

−3.0%

past year

STAXNomura

+1.5%

past year

IWFSTAXFaded: behind in that period

0–2STAX wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IWF vs STAX

YTD

iSharesIWF

−1.5%

STAXNomura

+1.0%

−1.5%Year to date+1.0%

−14.6%Worst drop · 1Y−2.7%

19.6%Volatility · 1Y1.9%

0.4%Yield3.2%

$119BAssets$11.3M

4–0STAX wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.21%highest, STAX

FundTrailing yieldYield$10k

STAX3.21%$321

SCHB1.06%$106

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$292most kept, STAX

STAX$321 − $29 = $292

SCHB$106 − $3 = $103

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: STAX, SCHB, IWF

Today

53.1%most shared, SCHB and IWF

STAXSCHBIWF

STAX—[…][…]

SCHB[…]—53.1%

IWF[…]53.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.0%SCHB, at 14.0% volatility

STAXWorst drop−2.7%1.9% vol

SCHBWorst drop−8.9%14.0% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

STAXSCHB

+1.0%Year to date+11.9%

3.2%Yield1.1%

+1.5%Past year+12.0%

0.29%Fee0.03%

3–1SCHB wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

STAX, SCHB and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three