Compare · 2 funds side by side · dividends reinvested

SCHB and VO

SCHBSchwab×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 04

SCHB and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.3

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHB 2009 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.9B$16,348

SCHB

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 15.3% in common

SCHBMeasureVO

+8.4%Year to dateJan 1 → Nov 5+10.7%

+9.8%1 yearTotal return+12.4%

+21.9%3 years · per year$10,000 became $18,100 · $16,795+18.9%

+10.3%5 years · per year$10,000 became $16,348 · $13,616+6.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.09%Trailing 12-mo yield$109 · $139 a year on $10k1.39%

−8.9%Worst dropSmaller is better−8.2%

13.8%VolatilityLower is calmer12.9%

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

2–5VO wins

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

More Ways to See the Pairs

SCHB vs VO: Top 5 Holdings

Today

SCHB

24.8%in top 5

in top 55.3%

SCHBStockVO

6.9%AAPLnot top 5

6.5%NVDAnot top 5

5.6%MSFTnot top 5

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common15.3%

End-of-day Nov 5, 2026 · share of each fund

SCHB vs VO Returns, Every Period

SchwabSCHB

+10.3%

5 years, per year

VOVanguard

+6.4%

5 years, per year

SCHBVOFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCHB vs VO

YTD

SchwabSCHB

+8.4%

VOVanguard

+10.7%

+8.4%Year to date+10.7%

−8.9%Worst drop · 1Y−8.2%

13.8%Volatility · 1Y12.9%

1.1%Yield1.4%

$44.9BAssets$103B

4–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHB, VO

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VO0.03%$3

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHB, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

SCHB1.09%$109

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHB, VO

Today

15.3%most shared, SCHB and VO

SCHBVO

SCHB—15.3%

VO15.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.4%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

SCHBWorst drop−8.9%13.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOSCHB

+10.7%Year to date+8.4%

1.4%Yield1.1%

+12.4%Past year+9.8%

0.03%Fee0.03%

3–0VO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026