Compare · 2 funds side by side · dividends reinvested

BLCR and SCHB

BLCRiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

BLCR and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.4

iShares Large Cap Core Active ETFUS Stock Styles · Large cap0.38%0.33%+13.6%+15.9%+26.1%[…]−10.2%17.5%$9.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BLCR 2023 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Core Active ETF · $9.7B[…]

BLCR

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 36.5% in common

BLCRMeasureSCHB

+13.6%Year to dateJan 1 → Nov 3+11.6%

+15.9%1 yearTotal return+11.7%

+26.1%3 years · per year$10,000 became $20,058 · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

0.33%Trailing 12-mo yield$33 · $106 a year on $10k1.06%

−10.2%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.1%

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

3–4SCHB wins

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

More Ways to See the Pairs

BLCR vs SCHB: Top 5 Holdings

Today

BLCR

29.0%in top 5

SCHB

in top 524.2%

BLCRStockSCHB

4.9%AAPL6.8%

6.8%MSFT5.2%

6.7%NVDA6.7%

5.7%AMZN3.3%

5.0%Vnot top 5

not top 5GOOGL2.2%

Held in common36.5%

End-of-day Nov 3, 2026 · share of each fund

BLCR vs SCHB Returns, Every Period

iSharesBLCR

+15.9%

past year

SCHBSchwab

+11.7%

past year

BLCRSCHBFaded: behind in that period

3–0BLCR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BLCR vs SCHB

YTD

iSharesBLCR

+13.6%

SCHBSchwab

+11.6%

+13.6%Year to date+11.6%

−10.2%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.1%

0.3%Yield1.1%

$9.7BAssets$44.0B

3–1SCHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLCR, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

BLCR0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BLCR, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

BLCR0.33%$33

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

BLCR$33 − $38 = −$5

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BLCR, SCHB

Today

36.5%most shared, BLCR and SCHB

BLCRSCHB

BLCR—36.5%

SCHB36.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%BLCR, at 17.5% volatility

SCHBWorst drop−8.9%13.1% vol

BLCRWorst drop−10.2%17.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBBLCR

+11.6%Year to date+13.6%

1.1%Yield0.3%

+11.7%Past year+15.9%

0.03%Fee0.38%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026