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$17,270SCHB · 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%1.34%+14.9%+16.4%+20.0%+8.2%−8.0%12.7%$441M1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 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 · $441M$14,800

SIZE

SCHB

Schwab U.S. Broad Market ETF · $44.9B$17,270

$10,000 five years ago, dividends reinvested · they hold 41.5% in common

SIZEMeasureSCHB

+14.9%Year to dateJan 1 → Nov 4+13.3%

+16.4%1 yearTotal return+13.3%

+20.0%3 years · per year$10,000 became $17,299 · $19,056+24.0%

+8.2%5 years · per year$10,000 became $14,800 · $17,270+11.5%

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

1.34%Trailing 12-mo yield$134 · $104 a year on $10k1.04%

−8.0%Worst dropSmaller is better−8.9%

12.7%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 4, 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 524.4%

SIZEStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

0.4%OKTAnot top 5

0.4%TEAMnot top 5

0.4%SNnot top 5

0.4%NTRAnot top 5

0.4%KMBnot top 5

Held in common41.5%

End-of-day Nov 4, 2026 · share of each fund

SIZE vs SCHB Returns, Every Period

iSharesSIZE

+8.2%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

SIZESCHBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SIZE vs SCHB

YTD

iSharesSIZE

+14.9%

SCHBSchwab

+13.3%

+14.9%Year to date+13.3%

−8.0%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.1%

1.3%Yield1.0%

$441MAssets$44.9B

4–0SIZE wins

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: SIZE, SCHB

1.34%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.34%$134

SCHB1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SIZE, SCHB

Today

41.5%most shared, SIZE and SCHB

SIZESCHB

SIZE—41.5%

SCHB41.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.4%SIZE, at 12.7% volatility

SIZEWorst drop−8.0%12.7% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SIZESCHB

+14.9%Year to date+13.3%

1.3%Yield1.0%

+16.4%Past year+13.3%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026