Compare · 2 funds side by side · dividends reinvested

IUS and SCHB

IUSInvesco×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,622IUS · best of the two

02 / 04

IUS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.23%+23.9%+26.6%+24.5%+14.4%−6.1%10.2%$1.0B1.1

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%$44.0B1.9

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: IUS 2018 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI Strategic US ETF · $1.0B$19,622

IUS

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 58.8% in common

IUSMeasureSCHB

+23.9%Year to dateJan 1 → Nov 3+11.6%

+26.6%1 yearTotal return+11.7%

+24.5%3 years · per year$10,000 became $19,277 · $18,993+23.8%

+14.4%5 years · per year$10,000 became $19,622 · $16,894+11.1%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

1.23%Trailing 12-mo yield$123 · $106 a year on $10k1.06%

−6.1%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer13.1%

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

7–1IUS wins

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

More Ways to See the Pairs

IUS vs SCHB: Top 5 Holdings

Today

IUS

16.4%in top 5

SCHB

in top 524.2%

IUSStockSCHB

4.2%AAPL6.8%

not top 5NVDA6.7%

4.0%MSFT5.2%

2.5%AMZN3.3%

2.8%BRK-Bnot top 5

2.8%GOOGL2.2%

Held in common58.8%

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

IUS vs SCHB Returns, Every Period

InvescoIUS

+14.4%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

IUSSCHBFaded: behind in that period

4–0IUS wins

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

IUS vs SCHB

YTD

InvescoIUS

+23.9%

SCHBSchwab

+11.6%

+23.9%Year to date+11.6%

−6.1%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y13.1%

1.2%Yield1.1%

$1.0BAssets$44.0B

4–0IUS wins

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

Cost, Income and Risk

Fees: IUS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IUS0.19%$19

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

Yields: IUS, SCHB

1.23%highest, IUS

FundTrailing yieldYield$10k

IUS1.23%$123

SCHB1.06%$106

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

Income After Fees on $10,000

$104most kept, IUS

IUS$123 − $19 = $104

SCHB$106 − $3 = $103

KeptFee

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

Overlap: IUS, SCHB

Today

58.8%most shared, IUS and SCHB

IUSSCHB

IUS—58.8%

SCHB58.8%—

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

Return vs Bumpiness: 2 ETFs

+26.6%IUS, at 10.2% volatility

IUSWorst drop−6.1%10.2% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

IUSSCHB

+23.9%Year to date+11.6%

1.2%Yield1.1%

+26.6%Past year+11.7%

0.19%Fee0.03%

3–1IUS 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