Compare · 2 funds side by side · dividends reinvested

SCHB and DYNF

SCHBSchwab×DYNFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,090DYNF · best of the two

02 / 04

SCHB and DYNF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.4

iShares U.S. Equity Factor Rotation Active ETFUS Stock Styles · Large cap0.26%0.84%+11.1%+11.3%+27.4%+13.8%−8.7%13.8%$41.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SCHB 2009 · DYNF 2019

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.0B$16,894

SCHB

DYNF

iShares U.S. Equity Factor Rotation Active ETF · $41.8B$19,090

$10,000 five years ago, dividends reinvested · they hold 62.4% in common

SCHBMeasureDYNF

+11.6%Year to dateJan 1 → Nov 3+11.1%

+11.7%1 yearTotal return+11.3%

+23.8%3 years · per year$10,000 became $18,993 · $20,665+27.4%

+11.1%5 years · per year$10,000 became $16,894 · $19,090+13.8%

0.03%Expense ratio$3 · $26 a year on $10k · lower is better0.26%

1.06%Trailing 12-mo yield$106 · $84 a year on $10k0.84%

−8.9%Worst dropSmaller is better−8.7%

13.1%VolatilityLower is calmer13.8%

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

5–3SCHB wins

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

More Ways to See the Pairs

SCHB vs DYNF: Top 5 Holdings

Today

SCHB

24.2%in top 5

DYNF

in top 528.3%

SCHBStockDYNF

6.8%AAPL8.3%

6.7%NVDA7.8%

5.2%MSFT4.8%

3.3%AMZN4.0%

not top 5JPM3.4%

2.2%GOOGLnot top 5

Held in common62.4%

End-of-day Nov 3, 2026 · share of each fund

SCHB vs DYNF Returns, Every Period

SchwabSCHB

+11.1%

5 years, per year

DYNFiShares

+13.8%

5 years, per year

SCHBDYNFFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCHB vs DYNF

YTD

SchwabSCHB

+11.6%

DYNFiShares

+11.1%

+11.6%Year to date+11.1%

−8.9%Worst drop · 1Y−8.7%

13.1%Volatility · 1Y13.8%

1.1%Yield0.8%

$44.0BAssets$41.8B

3–1SCHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHB, DYNF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DYNF0.26%$26

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCHB, DYNF

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

DYNF0.84%$84

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DYNF$84 − $26 = $58

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCHB, DYNF

Today

62.4%most shared, SCHB and DYNF

SCHBDYNF

SCHB—62.4%

DYNF62.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

DYNFWorst drop−8.7%13.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDYNF

+11.6%Year to date+11.1%

1.1%Yield0.8%

+11.7%Past year+11.3%

0.03%Fee0.26%

4–0SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026