FNDA vs SCHB

AFNDA

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · IWF $15,330

Lowest cost0.03%SCHB · $3 on $10k

Most income1.24%FNDA · $124 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common6.6%FNDA and SCHB

FNDA

SCHB

Schwab Fundamental U.S. Small Company Index ETF · $9.1BSchwab U.S. Broad Market ETF · $44.9B

+17.4%3 years · per year$16,173 · $18,100+21.9%

+6.8%5 years · per year$13,878 · $16,348+10.3%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

1.24%12-mo yield$124 · $109 on $10k1.09%

−9.4%Worst dropSmaller wins−8.9%

16.1%VolatilityLower wins13.8%

1–5SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNDA · SCHB

0.2%CRWD0.3%

0.1%PLTR0.5%

0.1%SNOW0.1%

0.3%DASH0.1%

Held in common6.6%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.24%	−3.5%	+13.6%	+18.6%	+17.4%	+6.8%	−9.4%	$9.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.24%	−3.5%	+13.6%	+18.6%	+17.4%	+6.8%	−9.4%	$9.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNDA vs SCHB

FNDA

Schwab Fundamental U.S. Small Company Index

$13,878

SCHB

Schwab U.S. Broad Market

$16,348

MeasureFNDASCHB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.24%1.09%

5 years, per year+6.8%+10.3%

3 years, per year+17.4%+21.9%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.1%13.8%

5–1measures won
SCHB first

6.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FNDA, SCHB, IWF

Today

53.3%most shared, SCHB and IWF

FNDASCHBIWF

FNDA—6.6%3.8%

SCHB6.6%—53.3%

IWF3.8%53.3%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

FNDA$124 − $25 = $99

IWF$39 − $18 = $21

KeptFee

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