Compare · 2 funds side by side · dividends reinvested

USCA and SCHB

USCAXtrackers×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

USCA and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.1

Xtrackers MSCI USA Climate Action Equity ETFUS Stock Styles · Large cap0.07%1.06%+7.8%+7.1%+22.2%[…]−10.3%13.1%$3.3B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: USCA 2023 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers MSCI USA Climate Action Equity ETF · $3.3B[…]

USCA

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 75.7% in common

USCAMeasureSCHB

+7.8%Year to dateJan 1 → Nov 3+11.6%

+7.1%1 yearTotal return+11.7%

+22.2%3 years · per year$10,000 became $18,246 · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

0.07%Expense ratio$7 · $3 a year on $10k · lower is better0.03%

1.06%Trailing 12-mo yield$106 · $106 a year on $10k1.06%

−10.3%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.1%

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

0–5SCHB wins

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

More Ways to See the Pairs

USCA vs SCHB: Top 5 Holdings

Today

USCA

32.6%in top 5

SCHB

in top 524.2%

USCAStockSCHB

9.5%AAPL6.8%

8.8%NVDA6.7%

6.9%MSFT5.2%

4.4%AMZN3.3%

3.1%GOOGL2.2%

Held in common75.7%

End-of-day Nov 3, 2026 · share of each fund

USCA vs SCHB Returns, Every Period

XtrackersUSCA

+7.1%

past year

SCHBSchwab

+11.7%

past year

USCASCHBFaded: behind in that period

0–3SCHB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

USCA vs SCHB

YTD

XtrackersUSCA

+7.8%

SCHBSchwab

+11.6%

+7.8%Year to date+11.6%

−10.3%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.1%

1.1%Yield1.1%

$3.3BAssets$44.0B

2–0SCHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USCA, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

USCA0.07%$7

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USCA, SCHB

1.06%highest, USCA

FundTrailing yieldYield$10k

USCA1.06%$106

SCHB1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

USCA$106 − $7 = $99

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: USCA, SCHB

Today

75.7%most shared, USCA and SCHB

USCASCHB

USCA—75.7%

SCHB75.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

USCAWorst drop−10.3%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USCASCHB

+7.8%Year to date+11.6%

1.1%Yield1.1%

+7.1%Past year+11.7%

0.07%Fee0.03%

3–0SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026