Compare · 2 funds side by side · dividends reinvested

USDU and SCHB

USDUWisdomTree×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 04

USDU and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$44.9B1.4

WisdomTree Bloomberg U.S. Dollar Bullish FundUS Stock Styles · Large cap0.50%3.64%+5.2%+4.0%+3.9%+5.7%−3.6%5.3%$332M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: USDU 2013 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Bloomberg U.S. Dollar Bullish Fund · $332M$13,164

USDU

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

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

USDUMeasureSCHB

+5.2%Year to dateJan 1 → Nov 5+8.4%

+4.0%1 yearTotal return+9.8%

+3.9%3 years · per year$10,000 became $11,201 · $18,100+21.9%

+5.7%5 years · per year$10,000 became $13,164 · $16,348+10.3%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

3.64%Trailing 12-mo yield$364 · $109 a year on $10k1.09%

−3.6%Worst dropSmaller is better−8.9%

5.3%VolatilityLower is calmer13.8%

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

3–5SCHB wins

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

More Ways to See the Pairs

USDU vs SCHB: Top 5 Holdings

Today

USDU

3.9%in top 5

SCHB

in top 524.8%

USDUStockSCHB

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

3.9%USFRnot top 5

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

USDU vs SCHB Returns, Every Period

WisdomTreeUSDU

+5.7%

5 years, per year

SCHBSchwab

+10.3%

5 years, per year

USDUSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USDU vs SCHB

YTD

WisdomTreeUSDU

+5.2%

SCHBSchwab

+8.4%

+5.2%Year to date+8.4%

−3.6%Worst drop · 1Y−8.9%

5.3%Volatility · 1Y13.8%

3.6%Yield1.1%

$332MAssets$44.9B

3–1USDU wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USDU, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

USDU0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USDU, SCHB

3.64%highest, USDU

FundTrailing yieldYield$10k

USDU3.64%$364

SCHB1.09%$109

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$314most kept, USDU

USDU$364 − $50 = $314

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USDU, SCHB

Today

0.0%most shared, USDU and SCHB

USDUSCHB

USDU—0.0%

SCHB0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SCHB, at 13.8% volatility

USDUWorst drop−3.6%5.3% vol

SCHBWorst drop−8.9%13.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USDUSCHB

+5.2%Year to date+8.4%

3.6%Yield1.1%

+4.0%Past year+9.8%

0.50%Fee0.03%

3–1SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026