Compare · 2 funds side by side · dividends reinvested

DYNF and SCHB

DYNFiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,508DYNF · best of the two

02 / 04

DYNF and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$44.0B1.4

iShares U.S. Equity Factor Rotation Active ETFUS Stock Styles · Large cap0.26%0.83%+12.3%+12.1%+27.2%+14.3%−8.7%13.8%$41.8B1.6

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: DYNF 2019 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor Rotation Active ETF · $41.8B$19,508

DYNF

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 62.5% in common

DYNFMeasureSCHB

+12.3%Year to dateJan 1 → Nov 4+13.3%

+12.1%1 yearTotal return+13.3%

+27.2%3 years · per year$10,000 became $20,586 · $19,056+24.0%

+14.3%5 years · per year$10,000 became $19,508 · $17,270+11.5%

0.26%Expense ratio$26 · $3 a year on $10k · lower is better0.03%

0.83%Trailing 12-mo yield$83 · $104 a year on $10k1.04%

−8.7%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.1%

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

3–5SCHB wins

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

More Ways to See the Pairs

DYNF vs SCHB: Top 5 Holdings

Today

DYNF

28.3%in top 5

SCHB

in top 524.4%

DYNFStockSCHB

8.0%AAPL6.6%

7.9%NVDA6.8%

4.8%MSFT5.3%

4.2%AMZN3.4%

3.4%JPMnot top 5

not top 5GOOGL2.2%

Held in common62.5%

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

DYNF vs SCHB Returns, Every Period

iSharesDYNF

+14.3%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

DYNFSCHBFaded: behind in that period

2–2Level

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

DYNF vs SCHB

YTD

iSharesDYNF

+12.3%

SCHBSchwab

+13.3%

+12.3%Year to date+13.3%

−8.7%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.1%

0.8%Yield1.0%

$41.8BAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: DYNF, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DYNF0.26%$26

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

Yields: DYNF, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

DYNF0.83%$83

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

DYNF$83 − $26 = $57

KeptFee

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

Overlap: DYNF, SCHB

Today

62.5%most shared, DYNF and SCHB

DYNFSCHB

DYNF—62.5%

SCHB62.5%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

DYNFWorst drop−8.7%13.8% vol

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

Paid More vs Made More

YTD

SCHBDYNF

+13.3%Year to date+12.3%

1.0%Yield0.8%

+13.3%Past year+12.1%

0.03%Fee0.26%

4–0SCHB 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