Compare · 3 funds side by side · dividends reinvested

SIZE, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,705SCHB · best of the three

02 / 04

SIZE, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.4%+16.0%+18.1%+7.5%−8.0%13.4%$435M1.8

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$44.2B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−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 9, 2026 · returns include dividends · since: SIZE 2013 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $435M$14,354

SIZE

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 41.3% in common

SIZEMeasureSCHB

+13.4%Year to dateJan 1 → Nov 9+11.5%

+16.0%1 yearTotal return+13.7%

+18.1%3 years · per year$10,000 became $16,483 · $18,080+21.8%

+7.5%5 years · per year$10,000 became $14,354 · $16,705+10.8%

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 9, 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

1.9%in top 5

SCHB

in top 524.8%

SIZEStockSCHB

not top 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

not top 5AMZN3.6%

not top 5GOOGL2.3%

0.4%SNnot top 5

0.4%KMBnot top 5

0.4%OKTAnot top 5

0.4%VMRKnot top 5

0.4%VEEVnot top 5

Held in common41.3%

End-of-day Nov 9, 2026 · share of each fund

SIZE vs SCHB Returns, Every Period

iSharesSIZE

+7.5%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

SIZESCHBFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SIZE vs SCHB

YTD

iSharesSIZE

+13.4%

SCHBSchwab

+11.5%

+13.4%Year to date+11.5%

−8.0%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y14.0%

1.4%Yield1.1%

$435MAssets$44.2B

4–0SIZE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

SIZE0.15%$15

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SIZE, SCHB, VUG

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

SCHB1.06%$106

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, SIZE

SIZE$136 − $15 = $121

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SIZE, SCHB, VUG

Today

50.3%most shared, SCHB and VUG

SIZESCHBVUG

SIZE—41.3%17.7%

SCHB41.3%—50.3%

VUG17.7%50.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.0%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 9, 2026 · up and left is better

Paid More vs Made More

YTD

SIZESCHB

+13.4%Year to date+11.5%

1.4%Yield1.1%

+16.0%Past year+13.7%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 9, 2026

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$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026