Compare · 2 funds side by side · dividends reinvested

QUS and SCHB

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

02 / 04

QUS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR MSCI USA StrategicFactors ETFUS Stock Styles · Large cap0.15%1.21%+15.5%+18.3%+21.1%+11.5%−6.8%9.3%$1.6B1.4

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%$44.0B1.6

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: QUS 2015 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR MSCI USA StrategicFactors ETF · $1.6B$17,263

QUS

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 59.8% in common

QUSMeasureSCHB

+15.5%Year to dateJan 1 → Nov 4+13.3%

+18.3%1 yearTotal return+13.3%

+21.1%3 years · per year$10,000 became $17,744 · $19,056+24.0%

+11.5%5 years · per year$10,000 became $17,263 · $17,270+11.5%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.21%Trailing 12-mo yield$121 · $104 a year on $10k1.04%

−6.8%Worst dropSmaller is better−8.9%

9.3%VolatilityLower is calmer13.1%

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

5–2QUS wins

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

More Ways to See the Pairs

QUS vs SCHB: Top 5 Holdings

Today

QUS

14.3%in top 5

SCHB

in top 524.4%

QUSStockSCHB

2.5%NVDA6.8%

3.1%AAPL6.6%

3.7%MSFT5.3%

not top 5AMZN3.4%

2.6%LLYnot top 5

not top 5GOOGL2.2%

2.2%METAnot top 5

Held in common59.8%

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

QUS vs SCHB Returns, Every Period

SPDRQUS

+11.5%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

QUSSCHBFaded: behind in that period

2–1QUS wins

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

QUS vs SCHB

YTD

SPDRQUS

+15.5%

SCHBSchwab

+13.3%

+15.5%Year to date+13.3%

−6.8%Worst drop · 1Y−8.9%

9.3%Volatility · 1Y13.1%

1.2%Yield1.0%

$1.6BAssets$44.0B

4–0QUS wins

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

Cost, Income and Risk

Fees: QUS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

QUS0.15%$15

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

Yields: QUS, SCHB

1.21%highest, QUS

FundTrailing yieldYield$10k

QUS1.21%$121

SCHB1.04%$104

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

Income After Fees on $10,000

$106most kept, QUS

QUS$121 − $15 = $106

SCHB$104 − $3 = $101

KeptFee

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

Overlap: QUS, SCHB

Today

59.8%most shared, QUS and SCHB

QUSSCHB

QUS—59.8%

SCHB59.8%—

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

Return vs Bumpiness: 2 ETFs

+18.3%QUS, at 9.3% volatility

QUSWorst drop−6.8%9.3% 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

QUSSCHB

+15.5%Year to date+13.3%

1.2%Yield1.0%

+18.3%Past year+13.3%

0.15%Fee0.03%

3–1QUS 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