Compare · 3 funds side by side · dividends reinvested

XLSR, 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

XLSR, 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

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.1%+4.7%+17.0%+8.1%−11.1%14.5%$1.1B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLSR 2019 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.1B$14,735

XLSR

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 20.5% in common

XLSRMeasureSCHB

+2.1%Year to dateJan 1 → Nov 5+8.4%

+4.7%1 yearTotal return+9.8%

+17.0%3 years · per year$10,000 became $16,015 · $18,100+21.9%

+8.1%5 years · per year$10,000 became $14,735 · $16,348+10.3%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

0.42%Trailing 12-mo yield$42 · $109 a year on $10k1.09%

−11.1%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.8%

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

0–8SCHB wins

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

More Ways to See the Pairs

XLSR vs SCHB: Top 5 Holdings

Today

XLSR

66.8%in top 5

SCHB

in top 524.8%

XLSRStockSCHB

27.6%XLKnot top 5

19.1%XLVnot top 5

10.4%XLFnot top 5

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

5.1%XLPnot top 5

4.6%XLYnot top 5

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common20.5%

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

XLSR vs SCHB Returns, Every Period

SPDRXLSR

+8.1%

5 years, per year

SCHBSchwab

+10.3%

5 years, per year

XLSRSCHBFaded: behind in that period

0–4SCHB wins

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

XLSR vs SCHB

YTD

SPDRXLSR

+2.1%

SCHBSchwab

+8.4%

+2.1%Year to date+8.4%

−11.1%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.8%

0.4%Yield1.1%

$1.1BAssets$44.9B

4–0SCHB wins

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

Cost, Income and Risk

Fees: XLSR, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

XLSR0.70%$70

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

Yields: XLSR, SCHB, IWF

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

XLSR0.42%$42

IWF0.39%$39

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

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: XLSR, SCHB, IWF

Today

53.3%most shared, SCHB and IWF

XLSRSCHBIWF

XLSR—20.5%21.4%

SCHB20.5%—53.3%

IWF21.4%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

XLSRWorst drop−11.1%14.5% 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

SCHBXLSR

+8.4%Year to date+2.1%

1.1%Yield0.4%

+9.8%Past year+4.7%

0.03%Fee0.70%

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