Compare · 2 funds side by side · dividends reinvested

OEF and SCHB

OEFiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,185OEF · best of the two

02 / 04

OEF 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%$44.0B1.3

iShares S&P 100 ETFUS Stock Styles · Large cap0.20%0.86%+11.4%+10.6%+25.8%+13.9%−10.9%13.9%$19.9B1.8

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: OEF 2000 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 100 ETF · $19.9B$19,185

OEF

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 65.3% in common

OEFMeasureSCHB

+11.4%Year to dateJan 1 → Nov 4+13.3%

+10.6%1 yearTotal return+13.3%

+25.8%3 years · per year$10,000 became $19,889 · $19,056+24.0%

+13.9%5 years · per year$10,000 became $19,185 · $17,270+11.5%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.86%Trailing 12-mo yield$86 · $104 a year on $10k1.04%

−10.9%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.1%

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

2–6SCHB wins

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

More Ways to See the Pairs

OEF vs SCHB: Top 5 Holdings

Today

OEF

37.3%in top 5

SCHB

in top 524.4%

OEFStockSCHB

10.5%NVDA6.8%

10.1%AAPL6.6%

8.1%MSFT5.3%

5.1%AMZN3.4%

3.4%GOOGL2.2%

Held in common65.3%

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

OEF vs SCHB Returns, Every Period

iSharesOEF

+13.9%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

OEFSCHBFaded: behind in that period

2–2Level

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

OEF vs SCHB

YTD

iSharesOEF

+11.4%

SCHBSchwab

+13.3%

+11.4%Year to date+13.3%

−10.9%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.1%

0.9%Yield1.0%

$19.9BAssets$44.0B

4–0SCHB wins

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

Cost, Income and Risk

Fees: OEF, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

OEF0.20%$20

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

Yields: OEF, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

OEF0.86%$86

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

OEF$86 − $20 = $66

KeptFee

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

Overlap: OEF, SCHB

Today

65.3%most shared, OEF and SCHB

OEFSCHB

OEF—65.3%

SCHB65.3%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

OEFWorst drop−10.9%13.9% vol

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

Paid More vs Made More

YTD

SCHBOEF

+13.3%Year to date+11.4%

1.0%Yield0.9%

+13.3%Past year+10.6%

0.03%Fee0.20%

4–0SCHB wins

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