Compare · 3 funds side by side · dividends reinvested

IUS, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,362IUS · best of the three

02 / 04

IUS, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.24%+22.3%+25.6%+22.8%+14.1%−6.1%10.8%$1.0B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IUS 2018 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI Strategic US ETF · $1.0B$19,362

IUS

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 59.4% in common

IUSMeasureSCHB

+22.3%Year to dateJan 1 → Nov 6+8.8%

+25.6%1 yearTotal return+9.7%

+22.8%3 years · per year$10,000 became $18,533 · $17,991+21.6%

+14.1%5 years · per year$10,000 became $19,362 · $16,377+10.4%

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

1.24%Trailing 12-mo yield$124 · $109 a year on $10k1.09%

−6.1%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.8%

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

7–1IUS wins

End-of-day Nov 6, 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

17.1%in top 5

SCHB

in top 524.8%

IUSStockSCHB

4.4%AAPL7.1%

not top 5NVDA6.2%

4.2%MSFT5.6%

2.7%AMZN3.6%

3.0%BRK-Bnot top 5

2.9%GOOGL2.3%

Held in common59.4%

End-of-day Nov 6, 2026 · share of each fund

IUS vs SCHB Returns, Every Period

InvescoIUS

+14.1%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

IUSSCHBFaded: behind in that period

4–0IUS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IUS vs SCHB

YTD

InvescoIUS

+22.3%

SCHBSchwab

+8.8%

+22.3%Year to date+8.8%

−6.1%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.8%

1.2%Yield1.1%

$1.0BAssets$43.2B

4–0IUS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUS, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

IUS0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IUS, SCHB, VUG

1.24%highest, IUS

FundTrailing yieldYield$10k

IUS1.24%$124

SCHB1.09%$109

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IUS$124 − $19 = $105

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IUS, SCHB, VUG

Today

59.4%most shared, IUS and SCHB

IUSSCHBVUG

IUS—59.4%29.8%

SCHB59.4%—50.0%

VUG29.8%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.6%IUS, at 10.8% volatility

IUSWorst drop−6.1%10.8% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IUSSCHB

+22.3%Year to date+8.8%

1.2%Yield1.1%

+25.6%Past year+9.7%

0.19%Fee0.03%

3–1IUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026