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

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

SCHB

INRO

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

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

SCHBMeasureINRO

+11.6%Year to dateJan 1 → Nov 3+12.3%

+11.7%1 yearTotal return+12.1%

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

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

0.03%Expense ratio$3 · $42 a year on $10k · lower is better0.42%

1.06%Trailing 12-mo yield$106 · $60 a year on $10k0.60%

−8.9%Worst dropSmaller is better−9.3%

13.1%VolatilityLower is calmer14.6%

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

4–2SCHB wins

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

More Ways to See the Pairs

SCHB vs INRO: Top 5 Holdings

Today

SCHB

24.2%in top 5

INRO

in top 528.1%

SCHBStockINRO

6.8%AAPL8.5%

6.7%NVDA7.6%

5.2%MSFT6.0%

3.3%AMZN3.5%

2.2%GOOGL2.6%

Held in common69.7%

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

SCHB vs INRO Returns, Every Period

SchwabSCHB

+11.7%

past year

INROiShares

+12.1%

past year

SCHBINROFaded: behind in that period

0–2INRO wins

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

SCHB vs INRO

YTD

SchwabSCHB

+11.6%

INROiShares

+12.3%

+11.6%Year to date+12.3%

−8.9%Worst drop · 1Y−9.3%

13.1%Volatility · 1Y14.6%

1.1%Yield0.6%

$44.0BAssets$560M

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