Compare · 3 funds side by side · dividends reinvested

BLCR, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

BLCR, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.5

iShares Large Cap Core Active ETFUS Stock Styles · Large cap0.38%0.34%+11.1%+13.5%+24.0%[…]−10.2%18.1%$9.5B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: BLCR 2023 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Core Active ETF · $9.5B[…]

BLCR

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 36.4% in common

BLCRMeasureSCHB

+11.1%Year to dateJan 1 → Nov 6+8.8%

+13.5%1 yearTotal return+9.7%

+24.0%3 years · per year$10,000 became $19,061 · $17,991+21.6%

[…]5 years · per year$10,000 became […] · $16,377+10.4%

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

0.34%Trailing 12-mo yield$34 · $109 a year on $10k1.09%

−10.2%Worst dropSmaller is better−8.9%

18.1%VolatilityLower is calmer13.8%

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

3–4SCHB wins

End-of-day Nov 6, 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

29.9%in top 5

SCHB

in top 524.8%

BLCRStockSCHB

7.2%MSFT5.6%

5.0%AAPL7.1%

6.3%AMZN3.6%

6.1%NVDA6.2%

5.3%Vnot top 5

not top 5GOOGL2.3%

Held in common36.4%

End-of-day Nov 6, 2026 · share of each fund

BLCR vs SCHB Returns, Every Period

iSharesBLCR

+13.5%

past year

SCHBSchwab

+9.7%

past year

BLCRSCHBFaded: behind in that period

3–0BLCR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BLCR vs SCHB

YTD

iSharesBLCR

+11.1%

SCHBSchwab

+8.8%

+11.1%Year to date+8.8%

−10.2%Worst drop · 1Y−8.9%

18.1%Volatility · 1Y13.8%

0.3%Yield1.1%

$9.5BAssets$43.2B

3–1SCHB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLCR, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

BLCR0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BLCR, SCHB, VUG

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

VUG0.42%$42

BLCR0.34%$34

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

BLCR$34 − $38 = −$4

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BLCR, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

BLCRSCHBVUG

BLCR—36.4%38.4%

SCHB36.4%—50.0%

VUG38.4%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%BLCR, at 18.1% volatility

SCHBWorst drop−8.9%13.8% vol

BLCRWorst drop−10.2%18.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBBLCR

+8.8%Year to date+11.1%

1.1%Yield0.3%

+9.7%Past year+13.5%

0.03%Fee0.38%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026