Compare · 2 funds side by side · dividends reinvested

SIZE and SCHB

SIZEiShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

SIZE and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.37%+12.9%+14.1%+19.6%+7.5%−8.0%12.6%$434M1.4

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

Rank among the two1st → 2ndFee, 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: SIZE 2013 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $434M$14,359

SIZE

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 41.7% in common

SIZEMeasureSCHB

+12.9%Year to dateJan 1 → Nov 3+11.6%

+14.1%1 yearTotal return+11.7%

+19.6%3 years · per year$10,000 became $17,120 · $18,993+23.8%

+7.5%5 years · per year$10,000 became $14,359 · $16,894+11.1%

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

1.37%Trailing 12-mo yield$137 · $106 a year on $10k1.06%

−8.0%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.1%

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

5–3SIZE wins

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

More Ways to See the Pairs

SIZE vs SCHB: Top 5 Holdings

Today

SIZE

2.0%in top 5

SCHB

in top 524.2%

SIZEStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

0.5%OKTAnot top 5

0.4%TEAMnot top 5

0.4%NTRAnot top 5

0.4%SNnot top 5

0.4%VEEVnot top 5

Held in common41.7%

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

SIZE vs SCHB Returns, Every Period

iSharesSIZE

+7.5%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

SIZESCHBFaded: behind in that period

2–2Level

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

SIZE vs SCHB

YTD

iSharesSIZE

+12.9%

SCHBSchwab

+11.6%

+12.9%Year to date+11.6%

−8.0%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.1%

1.4%Yield1.1%

$434MAssets$44.0B

4–0SIZE wins

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

Cost, Income and Risk

Fees: SIZE, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

SIZE0.15%$15

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

Yields: SIZE, SCHB

1.37%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.37%$137

SCHB1.06%$106

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

Income After Fees on $10,000

$122most kept, SIZE

SIZE$137 − $15 = $122

SCHB$106 − $3 = $103

KeptFee

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

Overlap: SIZE, SCHB

Today

41.7%most shared, SIZE and SCHB

SIZESCHB

SIZE—41.7%

SCHB41.7%—

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

Return vs Bumpiness: 2 ETFs

+14.1%SIZE, at 12.6% volatility

SIZEWorst drop−8.0%12.6% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

SIZESCHB

+12.9%Year to date+11.6%

1.4%Yield1.1%

+14.1%Past year+11.7%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026