Compare · 3 funds side by side · dividends reinvested

TOPT, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,348SCHB · best of the three

02 / 04

TOPT, 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%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.0

iShares Top 20 U.S. Stocks ETFUS Stock Styles · Large cap0.20%0.38%+4.6%+4.6%[…][…]−12.5%16.3%$724M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: TOPT 2024 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Top 20 U.S. Stocks ETF · $724M[…]

TOPT

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

TOPTMeasureSCHB

+4.6%Year to dateJan 1 → Nov 5+8.4%

+4.6%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,100+21.9%

[…]5 years · per year$10,000 became […] · $16,348+10.3%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.38%Trailing 12-mo yield$38 · $109 a year on $10k1.09%

−12.5%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.8%

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

0–6SCHB wins

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

More Ways to See the Pairs

TOPT vs SCHB: Top 5 Holdings

Today

TOPT

51.9%in top 5

SCHB

in top 524.8%

TOPTStockSCHB

15.5%AAPL6.9%

14.7%NVDA6.5%

12.5%MSFT5.6%

4.7%AMZN3.5%

4.5%LLYnot top 5

not top 5GOOGL2.3%

Held in common44.0%

End-of-day Nov 5, 2026 · share of each fund

TOPT vs SCHB Returns, Every Period

iSharesTOPT

+4.6%

past year

SCHBSchwab

+9.8%

past year

TOPTSCHBFaded: behind in that period

0–2SCHB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

TOPT vs SCHB

YTD

iSharesTOPT

+4.6%

SCHBSchwab

+8.4%

+4.6%Year to date+8.4%

−12.5%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.8%

0.4%Yield1.1%

$724MAssets$44.9B

4–0SCHB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOPT, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

TOPT0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TOPT, SCHB, IWF

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

IWF0.39%$39

TOPT0.38%$38

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IWF$39 − $18 = $21

TOPT$38 − $20 = $18

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TOPT, SCHB, IWF

Today

59.5%most shared, TOPT and IWF

TOPTSCHBIWF

TOPT—44.0%59.5%

SCHB44.0%—53.3%

IWF59.5%53.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SCHB, at 13.8% volatility

SCHBWorst drop−8.9%13.8% vol

TOPTWorst drop−12.5%16.3% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBTOPT

+8.4%Year to date+4.6%

1.1%Yield0.4%

+9.8%Past year+4.6%

0.03%Fee0.20%

4–0SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026