Compare · 2 funds side by side · dividends reinvested

SCHB and INRO

SCHBSchwab×INROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,377SCHB · best of the two

02 / 04

SCHB and INRO, 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%$43.2B1.1

iShares U.S. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.62%+9.1%+9.7%[…][…]−9.3%15.4%$543M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHB 2009 · INRO 2024

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $43.2B$16,377

SCHB

INRO

iShares U.S. Industry Rotation Active ETF · $543M[…]

$10,000 five years ago, dividends reinvested · they hold 69.5% in common

SCHBMeasureINRO

+8.8%Year to dateJan 1 → Nov 6+9.1%

+9.7%1 yearTotal return+9.7%

+21.6%3 years · per year$10,000 became $17,991 · […][…]

+10.4%5 years · per year$10,000 became $16,377 · […][…]

0.03%Expense ratio$3 · $42 a year on $10k · lower is better0.42%

1.09%Trailing 12-mo yield$109 · $62 a year on $10k0.62%

−8.9%Worst dropSmaller is better−9.3%

13.8%VolatilityLower is calmer15.4%

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

4–1SCHB 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 INRO: Top 5 Holdings

Today

SCHB

24.8%in top 5

INRO

in top 528.8%

SCHBStockINRO

7.1%AAPL8.8%

6.2%NVDA7.0%

5.6%MSFT6.4%

3.6%AMZN3.9%

2.3%GOOGL2.7%

Held in common69.5%

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

SCHB vs INRO Returns, Every Period

SchwabSCHB

+9.7%

past year

INROiShares

+9.7%

past year

SCHBINROFaded: behind in that period

0–1INRO wins

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

SCHB vs INRO

YTD

SchwabSCHB

+8.8%

INROiShares

+9.1%

+8.8%Year to date+9.1%

−8.9%Worst drop · 1Y−9.3%

13.8%Volatility · 1Y15.4%

1.1%Yield0.6%

$43.2BAssets$543M

3–1SCHB wins

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

Cost, Income and Risk

Fees: SCHB, INRO

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

INRO0.42%$42

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

Yields: SCHB, INRO

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

INRO0.62%$62

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

INRO$62 − $42 = $20

KeptFee

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

Overlap: SCHB, INRO

Today

69.5%most shared, SCHB and INRO

SCHBINRO

SCHB—69.5%

INRO69.5%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SCHB, at 13.8% volatility

SCHBWorst drop−8.9%13.8% vol

INROWorst drop−9.3%15.4% vol

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

Paid More vs Made More

YTD

SCHBINRO

+8.8%Year to date+9.1%

1.1%Yield0.6%

+9.7%Past year+9.7%

0.03%Fee0.42%

2–1SCHB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026