Compare · 3 funds side by side · dividends reinvested

SCHB, DYNF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,398DYNF · best of the three

02 / 04

SCHB, DYNF 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%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$42.9B1.5

iShares U.S. Equity Factor Rotation Active ETFUS Stock Styles · Large cap0.26%0.87%+7.6%+8.4%+24.7%+13.0%−8.7%14.5%$40.4B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHB 2009 · DYNF 2019 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $42.9B$16,377

SCHB

DYNF

iShares U.S. Equity Factor Rotation Active ETF · $40.4B$18,398

$10,000 five years ago, dividends reinvested · they hold 65.9% in common

SCHBMeasureDYNF

+8.8%Year to dateJan 1 → Nov 6+7.6%

+9.7%1 yearTotal return+8.4%

+21.6%3 years · per year$10,000 became $17,991 · $19,385+24.7%

+10.4%5 years · per year$10,000 became $16,377 · $18,398+13.0%

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

1.09%Trailing 12-mo yield$109 · $87 a year on $10k0.87%

−8.9%Worst dropSmaller is better−8.7%

13.8%VolatilityLower is calmer14.5%

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

5–3SCHB wins

End-of-day Nov 6, 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

24.8%in top 5

DYNF

in top 527.8%

SCHBStockDYNF

7.1%AAPL8.2%

6.2%NVDA6.9%

5.6%MSFT5.1%

3.6%AMZN4.4%

not top 5JPM3.1%

2.3%GOOGLnot top 5

Held in common65.9%

End-of-day Nov 6, 2026 · share of each fund

SCHB vs DYNF Returns, Every Period

SchwabSCHB

+10.4%

5 years, per year

DYNFiShares

+13.0%

5 years, per year

SCHBDYNFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHB vs DYNF

YTD

SchwabSCHB

+8.8%

DYNFiShares

+7.6%

+8.8%Year to date+7.6%

−8.9%Worst drop · 1Y−8.7%

13.8%Volatility · 1Y14.5%

1.1%Yield0.9%

$42.9BAssets$40.4B

3–1SCHB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHB, DYNF, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

DYNF0.26%$26

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHB, DYNF, VUG

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

DYNF0.87%$87

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

DYNF$87 − $26 = $61

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHB, DYNF, VUG

Today

65.9%most shared, SCHB and DYNF

SCHBDYNFVUG

SCHB—65.9%50.0%

DYNF65.9%—51.4%

VUG50.0%51.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%SCHB, at 13.8% volatility

SCHBWorst drop−8.9%13.8% vol

DYNFWorst drop−8.7%14.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDYNF

+8.8%Year to date+7.6%

1.1%Yield0.9%

+9.7%Past year+8.4%

0.03%Fee0.26%

4–0SCHB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026