Compare · 2 funds side by side · dividends reinvested

DUSA and SCHB

DUSADavis×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,614DUSA · best of the two

02 / 04

DUSA and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Davis Select U.S. Equity ETFUS Stock Styles · Large cap0.59%0.86%+11.9%+19.3%+24.8%+12.0%−7.6%11.2%$1.3B1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DUSA 2017 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Davis Select U.S. Equity ETF · $1.3B$17,614

DUSA

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

DUSAMeasureSCHB

+11.9%Year to dateJan 1 → Nov 4+13.3%

+19.3%1 yearTotal return+13.3%

+24.8%3 years · per year$10,000 became $19,453 · $19,056+24.0%

+12.0%5 years · per year$10,000 became $17,614 · $17,270+11.5%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $104 a year on $10k1.04%

−7.6%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.1%

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

5–3DUSA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DUSA vs SCHB: Top 5 Holdings

Today

DUSA

31.3%in top 5

SCHB

in top 524.4%

DUSAStockSCHB

7.3%COFnot top 5

not top 5NVDA6.8%

not top 5AAPL6.6%

6.3%DVNnot top 5

6.2%USBnot top 5

5.8%TSNnot top 5

5.7%AMZN3.4%

not top 5MSFT5.3%

not top 5GOOGL2.2%

Held in common10.9%

End-of-day Nov 4, 2026 · share of each fund

DUSA vs SCHB Returns, Every Period

DavisDUSA

+12.0%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

DUSASCHBFaded: behind in that period

3–1DUSA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DUSA vs SCHB

YTD

DavisDUSA

+11.9%

SCHBSchwab

+13.3%

+11.9%Year to date+13.3%

−7.6%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.1%

0.9%Yield1.0%

$1.3BAssets$44.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DUSA, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DUSA0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DUSA, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

DUSA0.86%$86

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

DUSA$86 − $59 = $27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DUSA, SCHB

Today

10.9%most shared, DUSA and SCHB

DUSASCHB

DUSA—10.9%

SCHB10.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.3%DUSA, at 11.2% volatility

DUSAWorst drop−7.6%11.2% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDUSA

+13.3%Year to date+11.9%

1.0%Yield0.9%

+13.3%Past year+19.3%

0.03%Fee0.59%

3–1SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026