Compare · 2 funds side by side · dividends reinvested

ESGU and SCHB

ESGUiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

ESGU 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%$44.0B1.0

iShares ESG Aware MSCI USA ETFUS Stock Styles · Large cap0.15%0.92%+13.3%+12.9%+23.9%+11.4%−9.3%13.2%$17.8B2.0

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: ESGU 2016 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA ETF · $17.8B$17,147

ESGU

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 72.7% in common

ESGUMeasureSCHB

+13.3%Year to dateJan 1 → Nov 4+13.3%

+12.9%1 yearTotal return+13.3%

+23.9%3 years · per year$10,000 became $19,025 · $19,056+24.0%

+11.4%5 years · per year$10,000 became $17,147 · $17,270+11.5%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.92%Trailing 12-mo yield$92 · $104 a year on $10k1.04%

−9.3%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.1%

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

0–7SCHB wins

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

More Ways to See the Pairs

ESGU vs SCHB: Top 5 Holdings

Today

ESGU

27.0%in top 5

SCHB

in top 524.4%

ESGUStockSCHB

7.4%AAPL6.6%

7.3%NVDA6.8%

5.7%MSFT5.3%

3.6%AMZN3.4%

2.9%GOOGnot top 5

not top 5GOOGL2.2%

Held in common72.7%

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

ESGU vs SCHB Returns, Every Period

iSharesESGU

+11.4%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

ESGUSCHBFaded: behind in that period

0–3SCHB wins

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

ESGU vs SCHB

YTD

iSharesESGU

+13.3%

SCHBSchwab

+13.3%

+13.3%Year to date+13.3%

−9.3%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.1%

0.9%Yield1.0%

$17.8BAssets$44.0B

3–0SCHB wins

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

Cost, Income and Risk

Fees: ESGU, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

ESGU0.15%$15

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

Yields: ESGU, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

ESGU0.92%$92

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

ESGU$92 − $15 = $77

KeptFee

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

Overlap: ESGU, SCHB

Today

72.7%most shared, ESGU and SCHB

ESGUSCHB

ESGU—72.7%

SCHB72.7%—

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

ESGUWorst drop−9.3%13.2% vol

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

Paid More vs Made More

YTD

SCHBESGU

+13.3%Year to date+13.3%

1.0%Yield0.9%

+13.3%Past year+12.9%

0.03%Fee0.15%

3–0SCHB 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