Compare · 3 funds side by side · dividends reinvested

SCHB, SCDS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,902VUG · best of the three

02 / 04

SCHB, SCDS 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%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.6

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.10%+21.9%+23.5%[…][…]−9.7%17.2%$9M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, 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 · SCDS 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHB

SCDS

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

SCHBMeasureSCDS

+11.6%Year to dateJan 1 → Nov 3+21.9%

+11.7%1 yearTotal return+23.5%

+23.8%3 years · per year$10,000 became $18,993 · […][…]

+11.1%5 years · per year$10,000 became $16,894 · […][…]

0.03%Expense ratio$3 · $40 a year on $10k · lower is better0.40%

1.06%Trailing 12-mo yield$106 · $110 a year on $10k1.10%

−8.9%Worst dropSmaller is better−9.7%

13.1%VolatilityLower is calmer17.2%

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

3–3Level

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 SCDS: Top 5 Holdings

Today

SCHB

24.2%in top 5

SCDS

in top 54.8%

SCHBStockSCDS

6.8%AAPLnot top 5

6.7%NVDAnot top 5

5.2%MSFTnot top 5

3.3%AMZNnot top 5

2.2%GOOGLnot top 5

not top 5RHP1.1%

not top 5WSFS1.0%

not top 5LTH0.9%

not top 5CHEF0.9%

not top 5MOG-A0.9%

Held in common1.7%

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

SCHB vs SCDS Returns, Every Period

SchwabSCHB

+11.7%

past year

SCDSJ.P. Morgan

+23.5%

past year

SCHBSCDSFaded: behind in that period

0–2SCDS wins

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

SCHB vs SCDS

YTD

SchwabSCHB

+11.6%

SCDSJ.P. Morgan

+21.9%

+11.6%Year to date+21.9%

−8.9%Worst drop · 1Y−9.7%

13.1%Volatility · 1Y17.2%

1.1%Yield1.1%

$44.0BAssets$9.4M

2–1SCHB wins

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

Cost, Income and Risk

Fees: SCHB, SCDS, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

SCDS0.40%$40

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

Yields: SCHB, SCDS, VUG

1.10%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.10%$110

SCHB1.06%$106

VUG0.41%$41

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

SCDS$110 − $40 = $70

VUG$41 − $3 = $38

KeptFee

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

Overlap: SCHB, SCDS, VUG

Today

50.2%most shared, SCHB and VUG

SCHBSCDSVUG

SCHB—1.7%50.2%

SCDS1.7%—0.3%

VUG50.2%0.3%—

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

Return vs Bumpiness: 3 ETFs

+23.5%SCDS, at 17.2% volatility

SCHBWorst drop−8.9%13.1% vol

SCDSWorst drop−9.7%17.2% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SCDSSCHB

+21.9%Year to date+11.6%

1.1%Yield1.1%

+23.5%Past year+11.7%

0.40%Fee0.03%

2–1SCDS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

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