Compare · 3 funds side by side · dividends reinvested

XCLR, SCHB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,270SCHB · best of the three

02 / 04

XCLR, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.4

Global X - S&P 500 Collar 95-110 ETFUS Stock Styles · Large cap0.25%12.48%+5.2%+6.7%+15.0%+8.0%−8.3%8.7%$4M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: XCLR 2021 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Collar 95-110 ETF · $4M$14,709

XCLR

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested

XCLRMeasureSCHB

+5.2%Year to dateJan 1 → Nov 4+13.3%

+6.7%1 yearTotal return+13.3%

+15.0%3 years · per year$10,000 became $15,215 · $19,056+24.0%

+8.0%5 years · per year$10,000 became $14,709 · $17,270+11.5%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

12.48%Trailing 12-mo yield$1,248 · $104 a year on $10k1.04%

−8.3%Worst dropSmaller is better−8.9%

8.7%VolatilityLower is calmer13.1%

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

3–5SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XCLR vs SCHB: Top 5 Holdings

Today

XCLR

[…]in top 5

SCHB

in top 524.4%

XCLRStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

XCLR vs SCHB Returns, Every Period

Global XXCLR

+8.0%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

XCLRSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XCLR vs SCHB

YTD

Global XXCLR

+5.2%

SCHBSchwab

+13.3%

+5.2%Year to date+13.3%

−8.3%Worst drop · 1Y−8.9%

8.7%Volatility · 1Y13.1%

12.5%Yield1.0%

$4.2MAssets$44.0B

3–1XCLR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XCLR, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

XCLR0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XCLR, SCHB, IWF

12.48%highest, XCLR

FundTrailing yieldYield$10k

XCLR12.48%$1,248

SCHB1.04%$104

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

SCHB$104 − $3 = $101

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XCLR, SCHB, IWF

Today

53.5%most shared, SCHB and IWF

XCLRSCHBIWF

XCLR—[…][…]

SCHB[…]—53.5%

IWF[…]53.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.3%SCHB, at 13.1% volatility

XCLRWorst drop−8.3%8.7% vol

SCHBWorst drop−8.9%13.1% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XCLRSCHB

+5.2%Year to date+13.3%

12.5%Yield1.0%

+6.7%Past year+13.3%

0.25%Fee0.03%

3–1SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026