Compare · 3 funds side by side · dividends reinvested

SCHB, CPII and VUG

SCHBSchwab×CPIIAmerican Beacon×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,705SCHB · best of the three

02 / 04

SCHB, CPII and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$43.2B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.1

American Beacon Ionic Inflation Protection ETFUS Stock Styles · Large cap0.70%4.16%+3.5%+3.1%+3.2%[…]−2.2%3.6%$11M2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHB 2009 · CPII 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $43.2B$16,705

SCHB

CPII

American Beacon Ionic Inflation Protection ETF · $11M[…]

$10,000 five years ago, dividends reinvested

SCHBMeasureCPII

+11.5%Year to dateJan 1 → Nov 9+3.5%

+13.7%1 yearTotal return+3.1%

+21.8%3 years · per year$10,000 became $18,080 · $11,002+3.2%

+10.8%5 years · per year$10,000 became $16,705 · […][…]

0.03%Expense ratio$3 · $70 a year on $10k · lower is better0.70%

1.06%Trailing 12-mo yield$106 · $416 a year on $10k4.16%

−8.9%Worst dropSmaller is better−2.2%

14.0%VolatilityLower is calmer3.6%

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

4–3SCHB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHB vs CPII: Top 5 Holdings

Today

SCHB

24.8%in top 5

CPII

in top 5[…]

SCHBStockCPII

7.0%AAPLnot top 5

6.3%NVDAnot top 5

5.5%MSFTnot top 5

3.6%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SCHB vs CPII Returns, Every Period

SchwabSCHB

+13.7%

past year

CPIIAmerican Beacon

+3.1%

past year

SCHBCPIIFaded: behind in that period

3–0SCHB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCHB vs CPII

YTD

SchwabSCHB

+11.5%

CPIIAmerican Beacon

+3.5%

+11.5%Year to date+3.5%

−8.9%Worst drop · 1Y−2.2%

14.0%Volatility · 1Y3.6%

1.1%Yield4.2%

$43.2BAssets$11.3M

3–1CPII wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHB, CPII, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

CPII0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHB, CPII, VUG

4.16%highest, CPII

FundTrailing yieldYield$10k

CPII4.16%$416

SCHB1.06%$106

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$346most kept, CPII

CPII$416 − $70 = $346

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHB, CPII, VUG

Today

50.3%most shared, SCHB and VUG

SCHBCPIIVUG

SCHB—[…]50.3%

CPII[…]—[…]

VUG50.3%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.7%SCHB, at 14.0% volatility

CPIIWorst drop−2.2%3.6% vol

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CPIISCHB

+3.5%Year to date+11.5%

4.2%Yield1.1%

+3.1%Past year+13.7%

0.70%Fee0.03%

3–1SCHB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026