Compare · 2 funds side by side · dividends reinvested

SUSA and SCHB

SUSAiShares×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

SUSA and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$44.9B1.3

iShares ESG Optimized MSCI USA ETFUS Stock Styles · Large cap0.25%0.82%+13.7%+13.6%+23.6%+10.4%−9.7%13.3%$4.1B1.8

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: SUSA 2005 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Optimized MSCI USA ETF · $4.1B$16,411

SUSA

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 55.0% in common

SUSAMeasureSCHB

+13.7%Year to dateJan 1 → Nov 4+13.3%

+13.6%1 yearTotal return+13.3%

+23.6%3 years · per year$10,000 became $18,867 · $19,056+24.0%

+10.4%5 years · per year$10,000 became $16,411 · $17,270+11.5%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

0.82%Trailing 12-mo yield$82 · $104 a year on $10k1.04%

−9.7%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.1%

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

2–6SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SUSA vs SCHB: Top 5 Holdings

Today

SUSA

23.3%in top 5

SCHB

in top 524.4%

SUSAStockSCHB

6.9%NVDA6.8%

6.7%AAPL6.6%

4.6%MSFT5.3%

not top 5AMZN3.4%

2.6%GOOGnot top 5

2.4%AVGOnot top 5

not top 5GOOGL2.2%

Held in common55.0%

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

SUSA vs SCHB Returns, Every Period

iSharesSUSA

+10.4%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

SUSASCHBFaded: behind in that period

2–2Level

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

SUSA vs SCHB

YTD

iSharesSUSA

+13.7%

SCHBSchwab

+13.3%

+13.7%Year to date+13.3%

−9.7%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.1%

0.8%Yield1.0%

$4.1BAssets$44.9B

3–1SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SUSA, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

SUSA0.25%$25

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

Yields: SUSA, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

SUSA0.82%$82

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

SUSA$82 − $25 = $57

KeptFee

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

Overlap: SUSA, SCHB

Today

55.0%most shared, SUSA and SCHB

SUSASCHB

SUSA—55.0%

SCHB55.0%—

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

Return vs Bumpiness: 2 ETFs

+13.6%SUSA, at 13.3% volatility

SCHBWorst drop−8.9%13.1% vol

SUSAWorst drop−9.7%13.3% vol

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

Paid More vs Made More

YTD

SCHBSUSA

+13.3%Year to date+13.7%

1.0%Yield0.8%

+13.3%Past year+13.6%

0.03%Fee0.25%

2–2level

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