Compare · 3 funds side by side · dividends reinvested

SIZE, SCHB and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,545SCHB · best of the three

Story of the three · IncomeMost incomeSIZE · 1.36% · $136 a year on $10k

Story of the three · RiskSmallest drop

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%+13.3%+13.8%+17.6%+7.3%−8.0%13.4%$439M1.8

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.9%+12.0%+21.4%+10.6%−8.9%14.0%$44.1B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−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 12, 2026 · returns include dividends · since: SIZE 2013 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $439M$14,240

SIZE

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

SIZE

More Ways to See the Pairs

SIZE vs VUG: Top 5 Holdings

Today

SIZE

1.9%in top 5

VUG

in top 545.2%

SIZEStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

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 12, 2026 · fee on $10,000 a year

Yields: SIZE, SCHB, VUG

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.1%

ITOTiShares

+11.9%

+12.1%Year to date+11.9%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

VUG

+13.3%Year to dateJan 1 → Nov 12+4.9%

+13.8%1 yearTotal return+3.5%

+17.6%3 years · per year$10,000 became $16,264 · $18,215+22.1%

+7.3%5 years · per year$10,000 became $14,240 · $16,326+10.3%

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

1.36%Trailing 12-mo yield$136 · $41 a year on $10k0.41%

−8.0%Worst dropSmaller is better−15.1%

13.4%VolatilityLower is calmer19.1%

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

5–3SIZE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.4%SNnot top 5

0.4%OKTAnot top 5

0.4%KMBnot top 5

0.4%VMRKnot top 5

0.3%VEEVnot top 5

Held in common18.2%

End-of-day Nov 12, 2026 · share of each fund

SIZE vs VUG Returns, Every Period

5Y

iSharesSIZE

+7.3%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

SIZEVUGFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SIZE vs SCHB

YTD

iSharesSIZE

+13.3%

SCHBSchwab

+11.9%

+13.3%Year to date+11.9%

−8.0%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y14.0%

1.4%Yield1.1%

$439MAssets$44.1B

4–0SIZE wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

SCHB1.06%$106

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$121most kept, SIZE

SIZE$136 − $15 = $121

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SIZE, SCHB, VUG

Today

50.4%most shared, SCHB and VUG

SIZESCHBVUG

SIZE—41.6%18.2%

SCHB41.6%—50.4%

VUG18.2%50.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.8%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 12, 2026 · up and left is better

Paid More vs Made More

YTD

SIZESCHB

+13.3%Year to date+11.9%

1.4%Yield1.1%

+13.8%Past year+12.0%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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SIZE, SCHB and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three