Compare · 3 funds side by side · dividends reinvested

SIZE, SCHB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

SIZE, SCHB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+10.6%+12.4%+18.0%+7.1%−8.0%13.2%$426M2.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$42.9B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: SIZE 2013 · SCHB 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $426M$14,104

SIZE

SCHB

Schwab U.S. Broad Market ETF · $42.9B$16,377

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

SIZEMeasureSCHB

+10.6%Year to dateJan 1 → Nov 6+8.8%

+12.4%1 yearTotal return+9.7%

+18.0%3 years · per year$10,000 became $16,431 · $17,991+21.6%

+7.1%5 years · per year$10,000 became $14,104 · $16,377+10.4%

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

1.39%Trailing 12-mo yield$139 · $109 a year on $10k1.09%

−8.0%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.8%

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

5–3SIZE wins

End-of-day Nov 6, 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 524.8%

SIZEStockSCHB

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

not top 5AMZN3.6%

not top 5GOOGL2.3%

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

Held in common41.4%

End-of-day Nov 6, 2026 · share of each fund

SIZE vs SCHB Returns, Every Period

iSharesSIZE

+7.1%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

SIZESCHBFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SIZE vs VTV

YTD

iSharesSIZE

+10.6%

VTVVanguard

+18.5%

+10.6%Year to date+18.5%

−8.0%Worst drop · 1Y−6.4%

13.2%Volatility · 1Y10.7%

1.4%Yield1.9%

$426MAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, SCHB, VTV

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VTV0.03%$3

SIZE0.15%$15

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SIZE, SCHB, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SIZE1.39%$139

SCHB1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SIZE$139 − $15 = $124

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SIZE, SCHB, VTV

Today

43.4%most shared, SIZE and VTV

SIZESCHBVTV

SIZE—41.4%43.4%

SCHB41.4%—39.6%

VTV43.4%39.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SIZEWorst drop−8.0%13.2% vol

SCHBWorst drop−8.9%13.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSIZE

+18.5%Year to date+10.6%

1.9%Yield1.4%

+22.9%Past year+12.4%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026