Compare · 3 funds side by side · dividends reinvested

UDN, SCHB and IWF

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

02 / 04

UDN, SCHB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$43.2B1.4

Invesco DB US Dollar Index Bearish FundUS Stock Styles · Large cap0.77%3.00%−2.0%−0.2%+3.5%−0.1%−5.6%5.6%$93M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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: UDN 2007 · SCHB 2009 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB US Dollar Index Bearish Fund · $93M$9,939

UDN

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,705

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

UDNMeasureSCHB

−2.0%Year to dateJan 1 → Nov 9+11.5%

−0.2%1 yearTotal return+13.7%

+3.5%3 years · per year$10,000 became $11,085 · $18,080+21.8%

−0.1%5 years · per year$10,000 became $9,939 · $16,705+10.8%

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

3.00%Trailing 12-mo yield$300 · $106 a year on $10k1.06%

−5.6%Worst dropSmaller is better−8.9%

5.6%VolatilityLower is calmer14.0%

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

3–5SCHB wins

End-of-day Nov 9, 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

94.9%in top 5

SCHB

in top 524.8%

UDNStockSCHB

94.9%AGPXXnot top 5

not top 5AAPL7.0%

not top 5NVDA6.3%

not top 5MSFT5.5%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common0.0%

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

UDN vs SCHB Returns, Every Period

InvescoUDN

−0.1%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

UDNSCHBFaded: behind in that period

0–4SCHB wins

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

UDN vs SCHB

YTD

InvescoUDN

−2.0%

SCHBSchwab

+11.5%

−2.0%Year to date+11.5%

−5.6%Worst drop · 1Y−8.9%

5.6%Volatility · 1Y14.0%

3.0%Yield1.1%

$93.3MAssets$43.2B

3–1UDN wins

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

Cost, Income and Risk

Fees: UDN, SCHB, IWF

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IWF0.18%$18

UDN0.77%$77

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

Yields: UDN, SCHB, IWF

3.00%highest, UDN

FundTrailing yieldYield$10k

UDN3.00%$300

SCHB1.06%$106

IWF0.38%$38

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

Income After Fees on $10,000

$223most kept, UDN

UDN$300 − $77 = $223

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

KeptFee

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

Overlap: UDN, SCHB, IWF

Today

52.9%most shared, SCHB and IWF

UDNSCHBIWF

UDN—0.0%0.0%

SCHB0.0%—52.9%

IWF0.0%52.9%—

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

Return vs Bumpiness: 3 ETFs

+13.7%SCHB, at 14.0% volatility

UDNWorst drop−5.6%5.6% vol

SCHBWorst drop−8.9%14.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

UDNSCHB

−2.0%Year to date+11.5%

3.0%Yield1.1%

−0.2%Past year+13.7%

0.77%Fee0.03%

3–1SCHB 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$93.2B

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$59.7B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026