Compare · 2 funds side by side · dividends reinvested

INRO and SCHB

INROiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

INRO 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%$44.0B1.3

iShares U.S. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.60%+12.3%+12.1%[…][…]−9.3%14.6%$560M1.7

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: INRO 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Industry Rotation Active ETF · $560M[…]

INRO

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 69.7% in common

INROMeasureSCHB

+12.3%Year to dateJan 1 → Nov 3+11.6%

+12.1%1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

0.42%Expense ratio$42 · $3 a year on $10k · lower is better0.03%

0.60%Trailing 12-mo yield$60 · $106 a year on $10k1.06%

−9.3%Worst dropSmaller is better−8.9%

14.6%VolatilityLower is calmer13.1%

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

2–4SCHB wins

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

More Ways to See the Pairs

INRO vs SCHB: Top 5 Holdings

Today

INRO

28.1%in top 5

SCHB

in top 524.2%

INROStockSCHB

8.5%AAPL6.8%

7.6%NVDA6.7%

6.0%MSFT5.2%

3.5%AMZN3.3%

2.6%GOOGL2.2%

Held in common69.7%

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

INRO vs SCHB Returns, Every Period

iSharesINRO

+12.1%

past year

SCHBSchwab

+11.7%

past year

INROSCHBFaded: behind in that period

2–0INRO wins

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

INRO vs SCHB

YTD

iSharesINRO

+12.3%

SCHBSchwab

+11.6%

+12.3%Year to date+11.6%

−9.3%Worst drop · 1Y−8.9%

14.6%Volatility · 1Y13.1%

0.6%Yield1.1%

$560MAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: INRO, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

INRO0.42%$42

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

Yields: INRO, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

INRO0.60%$60

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

INRO$60 − $42 = $18

KeptFee

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

Overlap: INRO, SCHB

Today

69.7%most shared, INRO and SCHB

INROSCHB

INRO—69.7%

SCHB69.7%—

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

Return vs Bumpiness: 2 ETFs

+12.1%INRO, at 14.6% volatility

SCHBWorst drop−8.9%13.1% vol

INROWorst drop−9.3%14.6% vol

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

Paid More vs Made More

YTD

SCHBINRO

+11.6%Year to date+12.3%

1.1%Yield0.6%

+11.7%Past year+12.1%

0.03%Fee0.42%

2–2level

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