Compare · 2 funds side by side · dividends reinvested

UDN and SCHB

UDNInvesco×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

UDN 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%$44.0B1.4

Invesco DB US Dollar Index Bearish FundUS Stock Styles · Large cap0.77%2.99%−1.7%+0.2%+3.6%−0.1%−5.6%5.6%$96M1.6

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: UDN 2007 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB US Dollar Index Bearish Fund · $96M$9,967

UDN

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UDNMeasureSCHB

−1.7%Year to dateJan 1 → Nov 4+13.3%

+0.2%1 yearTotal return+13.3%

+3.6%3 years · per year$10,000 became $11,109 · $19,056+24.0%

−0.1%5 years · per year$10,000 became $9,967 · $17,270+11.5%

0.77%Expense ratio$77 · $3 a year on $10k · lower is better0.03%

2.99%Trailing 12-mo yield$299 · $104 a year on $10k1.04%

−5.6%Worst dropSmaller is better−8.9%

5.6%VolatilityLower is calmer13.1%

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

3–5SCHB wins

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

More Ways to See the Pairs

UDN vs SCHB: Top 5 Holdings

Today

UDN

94.8%in top 5

SCHB

in top 524.4%

UDNStockSCHB

94.8%AGPXXnot top 5

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common0.0%

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

UDN vs SCHB Returns, Every Period

InvescoUDN

−0.1%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

UDNSCHBFaded: behind in that period

0–4SCHB wins

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

UDN vs SCHB

YTD

InvescoUDN

−1.7%

SCHBSchwab

+13.3%

−1.7%Year to date+13.3%

−5.6%Worst drop · 1Y−8.9%

5.6%Volatility · 1Y13.1%

3.0%Yield1.0%

$95.6MAssets$44.0B

3–1UDN wins

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

Cost, Income and Risk

Fees: UDN, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

UDN0.77%$77

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

Yields: UDN, SCHB

2.99%highest, UDN

FundTrailing yieldYield$10k

UDN2.99%$299

SCHB1.04%$104

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

Income After Fees on $10,000

$222most kept, UDN

UDN$299 − $77 = $222

SCHB$104 − $3 = $101

KeptFee

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

Overlap: UDN, SCHB

Today

0.0%most shared, UDN and SCHB

UDNSCHB

UDN—0.0%

SCHB0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

UDNWorst drop−5.6%5.6% 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

UDNSCHB

−1.7%Year to date+13.3%

3.0%Yield1.0%

+0.2%Past year+13.3%

0.77%Fee0.03%

3–1SCHB 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$95.4B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026