Compare · 3 funds side by side · dividends reinvested

SCHB, SIZE and VUG

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,423SCHB · best of the three

Story of the three · IncomeMost incomeSIZE · 1.36% · $136 a year on $10k

Story of the three · RiskSmallest drop

SCHB, SIZE 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%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B1.8

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.3%+14.6%+17.7%+7.3%−8.0%13.4%$435M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$221B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: SCHB 2009 · SIZE 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $435M$14,195

SIZE

SCHB

Schwab U.S. Broad Market ETF · $44.3B$16,423

$10,000 five years ago, dividends reinvested · they hold 41.5% in common

SIZE

More Ways to See the Pairs

SIZE vs SCHB: Top 5 Holdings

Today

SIZE

1.9%in top 5

SCHB

in top 523.8%

SIZEStockSCHB

not top 5AAPL7.1%

not top 5NVDA5.5%

not top 5MSFT5.3%

not top 5AMZN3.6%

not top 5GOOGL

Cost, Income and Risk

Fees: SCHB, SIZE, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

SIZE0.15%$15

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SCHB, SIZE, VUG

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$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

SCHB

+13.3%Year to dateJan 1 → Nov 13+11.5%

+14.6%1 yearTotal return+11.6%

+17.7%3 years · per year$10,000 became $16,310 · $17,836+21.3%

+7.3%5 years · per year$10,000 became $14,195 · $16,423+10.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.36%Trailing 12-mo yield$136 · $106 a year on $10k1.06%

−8.0%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer14.0%

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

5–3SIZE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%

0.4%SNnot top 5

0.4%OKTAnot top 5

0.4%KMBnot top 5

0.4%VMRKnot top 5

0.3%VEEVnot top 5

Held in common41.5%

End-of-day Nov 13, 2026 · share of each fund

SIZE vs SCHB Returns, Every Period

5Y

iSharesSIZE

+7.3%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

SIZESCHBFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SIZE vs SCHB

YTD

iSharesSIZE

+13.3%

SCHBSchwab

+11.5%

+13.3%Year to date+11.5%

−8.0%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y14.0%

1.4%Yield1.1%

$435MAssets$44.3B

4–0SIZE wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

SCHB1.06%$106

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, SIZE

SIZE$136 − $15 = $121

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCHB, SIZE, VUG

Today

50.5%most shared, SCHB and VUG

SCHBSIZEVUG

SCHB—41.5%50.5%

SIZE41.5%—18.2%

VUG50.5%18.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.6%SIZE, at 13.4% volatility

SIZEWorst drop−8.0%13.4% vol

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SIZESCHB

+13.3%Year to date+11.5%

1.4%Yield1.1%

+14.6%Past year+11.6%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

Loading…

SCHB, SIZE and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three