Compare · 3 funds side by side · dividends reinvested

MLRG, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,348SCHB · best of the three

02 / 04

MLRG, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.1

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%1.02%[…][…][…][…][…][…]$1.3B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: MLRG 2004 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA ETF · $1.3B[…]

MLRG

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 89.9% in common

MLRGMeasureSCHB

[…]Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,100+21.9%

[…]5 years · per year$10,000 became […] · $16,348+10.3%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.02%Trailing 12-mo yield$102 · $109 a year on $10k1.09%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.8%

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

0–1SCHB wins

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

More Ways to See the Pairs

MLRG vs SCHB: Top 5 Holdings

Today

MLRG

26.7%in top 5

SCHB

in top 524.8%

MLRGStockSCHB

7.5%AAPL6.9%

7.3%NVDA6.5%

5.6%MSFT5.6%

3.7%AMZN3.5%

2.5%GOOGL2.3%

Held in common89.9%

End-of-day Nov 5, 2026 · share of each fund

MLRG vs SCHB Returns, Every Period

iSharesMLRG

[…]

past year

SCHBSchwab

+9.8%

past year

Returns […]

MLRGSCHBFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MLRG vs SCHB

YTD

iSharesMLRG

[…]

SCHBSchwab

+8.4%

[…]Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.8%

1.0%Yield1.1%

$1.3BAssets$44.9B

1–0SCHB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLRG, SCHB, VUG

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

SCHB0.03%$3

VUG0.03%$3

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MLRG, SCHB, VUG

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

MLRG1.02%$102

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

MLRG$102 − $3 = $99

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MLRG, SCHB, VUG

Today

89.9%most shared, MLRG and SCHB

MLRGSCHBVUG

MLRG—89.9%55.3%

SCHB89.9%—50.6%

VUG55.3%50.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SCHB, at 13.8% volatility

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

MLRGWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBVUG

+8.4%Year to date+0.5%

1.1%Yield0.4%

+9.8%Past year−0.6%

0.03%Fee0.03%

3–0SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026