Compare · 3 funds side by side · dividends reinvested

SCHB, VUG and IJR

02 / 04

−0.1%

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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 incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

SCHB, VUG and IJR, 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%$44.5B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

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 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Broad Market ETF · $44.5B$16,423

SCHB

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 50.5% in common

SCHBMeasure

More Ways to See the Pairs

SCHB vs VUG: Top 5 Holdings

Today

SCHB

23.8%in top 5

VUG

in top 545.2%

SCHBStockVUG

5.5%NVDA13.5%

7.1%AAPL12.5%

5.3%MSFT9.7%

2.4%GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SCHB, VUG, IJR

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

IJR0.06%$6

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

Yields: SCHB, VUG, IJR

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$96.0B

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%

VUG

+11.5%Year to dateJan 1 → Nov 13+3.9%

+11.6%1 yearTotal return+2.8%

+21.3%3 years · per year$10,000 became $17,836 · $17,979+21.6%

+10.4%5 years · per year$10,000 became $16,423 · $16,151+10.1%

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

1.06%Trailing 12-mo yield$106 · $41 a year on $10k0.41%

−8.9%Worst dropSmaller is better−15.1%

14.0%VolatilityLower is calmer19.1%

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

6–1SCHB wins

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

4.3%

3.6%AMZNnot top 5

Held in common50.5%

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

SCHB vs VUG Returns, Every Period

5Y

SchwabSCHB

+10.4%

5 years, per year

VUGVanguard

+10.1%

5 years, per year

SCHBVUGFaded: behind in that period

3–1SCHB wins

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

SCHB vs IJR

YTD

SchwabSCHB

+11.5%

IJRiShares

+18.0%

+11.5%Year to date+18.0%

−8.9%Worst drop · 1Y−9.7%

14.0%Volatility · 1Y16.4%

1.1%Yield1.2%

$44.5BAssets$106B

2–2level

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

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

SCHB1.06%$106

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

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

Overlap: SCHB, VUG, IJR

Today

50.5%most shared, SCHB and VUG

SCHBVUGIJR

SCHB—50.5%2.4%

VUG50.5%—0.0%

IJR2.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+19.2%IJR, at 16.4% volatility

SCHBWorst drop−8.9%14.0% vol

IJRWorst drop−9.7%16.4% 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

IJRSCHB

+18.0%Year to date+11.5%

1.2%Yield1.1%

+19.2%Past year+11.6%

0.06%Fee0.03%

3–1IJR wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SCHB, VUG and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three