Compare IAI and SCHB | ETF Tracker

IAI 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 U.S. Broker-Dealers & Securities Exchanges ETFUS Stock Styles · Large cap0.37%1.18%+1.1%+3.8%+29.8%+11.1%−16.5%20.5%$1.3B1.6

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: IAI 2006 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3B$16,959

IAI

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

IAIMeasureSCHB

+1.1%Year to dateJan 1 → Nov 3+11.6%

+3.8%1 yearTotal return+11.7%

+29.8%3 years · per year$10,000 became $21,870 · $18,993+23.8%

+11.1%5 years · per year$10,000 became $16,959 · $16,894+11.1%

0.37%Expense ratio$37 · $3 a year on $10k · lower is better0.03%

1.18%Trailing 12-mo yield$118 · $106 a year on $10k1.06%

−16.5%Worst dropSmaller is better−8.9%

20.5%VolatilityLower is calmer13.1%

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

2–5SCHB wins

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

More Ways to See the Pairs

IAI vs SCHB: Top 5 Holdings

Today

IAI

52.2%in top 5

SCHB

in top 524.2%

IAIStockSCHB

17.9%GSnot top 5

15.1%MSnot top 5

8.5%SCHWnot top 5

not top 5AAPL6.8%

not top 5NVDA6.7%

5.4%SPGInot top 5

5.3%CMEnot top 5

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

Held in common2.0%

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

IAI vs SCHB Returns, Every Period

5Y

iSharesIAI

+11.1%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

IAISCHBFaded: behind in that period

1–2SCHB wins

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

IAI vs SCHB

YTD

iSharesIAI

+1.1%

SCHBSchwab

+11.6%

+1.1%Year to date+11.6%

−16.5%Worst drop · 1Y−8.9%

20.5%Volatility · 1Y13.1%

1.2%Yield1.1%

$1.3BAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: IAI, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IAI0.37%$37

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

Yields: IAI, SCHB

1Y

1.18%highest, IAI

FundTrailing yieldYield$10k

IAI1.18%$118

SCHB1.06%$106

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

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

IAI$118 − $37 = $81

KeptFee

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

Overlap: IAI, SCHB

Today

2.0%most shared, IAI and SCHB

IAISCHB

IAI—2.0%

SCHB2.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

IAIWorst drop−16.5%20.5% vol

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

Paid More vs Made More

YTD

IAISCHB

+1.1%Year to date+11.6%

1.2%Yield1.1%

+3.8%Past year+11.7%

0.37%Fee0.03%

3–1SCHB wins

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