✖ |
✖ |
|
|---|---|---|
| Name | iShares Core S&P 500 ETF | Schwab® S&P 500 Index |
| Category | Large Blend | Large Blend |
| Index Fund | ✔ | ✔ |
| Inception Date | 05/15/2000 | 05/19/1997 |
| Return 1-Month | -1.0% D | -1.0% D |
| Return 3-Month | 15.2% C | 15.2% B |
| Return YTD | 10.2% C | 10.1% B |
| Return 1-Year | 22.3% B | 22.3% B |
| Return 3-Year | 20.6% B | 20.6% B |
| Return 5-Year | 13.4% B | 13.4% B |
| Category Risk Index | 0.97 B | 0.99 C |
| Total Risk Index | 1.07 | 1.07 |
| Turnover | 3.0% | 3.0% |
| Expense Ratio | 0.03% A | 0.02% A |
| Fund Family | iShares | Schwab Funds |
Copyright 2026 American Association of Individual Investors and Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
