Compare · 2 funds side by side · dividends reinvested

KLMN and SCHB

KLMNInvesco×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

KLMN and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.4

Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETFUS Stock Styles · Large cap0.09%1.15%+13.1%+13.4%[…][…]−9.0%13.0%$2.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: KLMN 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF · $2.4B[…]

KLMN

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 77.7% in common

KLMNMeasureSCHB

+13.1%Year to dateJan 1 → Nov 4+13.3%

+13.4%1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

1.15%Trailing 12-mo yield$115 · $104 a year on $10k1.04%

−9.0%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.1%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

KLMN vs SCHB: Top 5 Holdings

Today

KLMN

25.8%in top 5

SCHB

in top 524.4%

KLMNStockSCHB

7.1%AAPL6.6%

7.0%NVDA6.8%

5.4%MSFT5.3%

3.6%AMZN3.4%

2.6%GOOGL2.2%

Held in common77.7%

End-of-day Nov 4, 2026 · share of each fund

KLMN vs SCHB Returns, Every Period

InvescoKLMN

+13.4%

past year

SCHBSchwab

+13.3%

past year

KLMNSCHBFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

KLMN vs SCHB

YTD

InvescoKLMN

+13.1%

SCHBSchwab

+13.3%

+13.1%Year to date+13.3%

−9.0%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.1%

1.2%Yield1.0%

$2.4BAssets$44.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KLMN, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

KLMN0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: KLMN, SCHB

1.15%highest, KLMN

FundTrailing yieldYield$10k

KLMN1.15%$115

SCHB1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, KLMN

KLMN$115 − $9 = $106

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: KLMN, SCHB

Today

77.7%most shared, KLMN and SCHB

KLMNSCHB

KLMN—77.7%

SCHB77.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%KLMN, at 13.0% volatility

KLMNWorst drop−9.0%13.0% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KLMNSCHB

+13.1%Year to date+13.3%

1.2%Yield1.0%

+13.4%Past year+13.3%

0.09%Fee0.03%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026