Compare · 3 funds side by side · dividends reinvested

USMC, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,961USMC · best of the three

02 / 04

USMC, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.4

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.77%+6.3%+6.0%+21.0%+12.4%−10.0%13.7%$4.7B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: USMC 2017 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Mega-Cap ETF · $4.7B$17,961

USMC

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 44.4% in common

USMCMeasureSCHB

+6.3%Year to dateJan 1 → Nov 6+8.8%

+6.0%1 yearTotal return+9.7%

+21.0%3 years · per year$10,000 became $17,711 · $17,991+21.6%

+12.4%5 years · per year$10,000 became $17,961 · $16,377+10.4%

0.12%Expense ratio$12 · $3 a year on $10k · lower is better0.03%

0.77%Trailing 12-mo yield$77 · $109 a year on $10k1.09%

−10.0%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.8%

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

2–6SCHB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USMC vs SCHB: Top 5 Holdings

Today

USMC

32.5%in top 5

SCHB

in top 524.8%

USMCStockSCHB

8.0%AAPL7.1%

7.0%NVDA6.2%

6.3%MSFT5.6%

5.6%MAnot top 5

5.6%COSTnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common44.4%

End-of-day Nov 6, 2026 · share of each fund

USMC vs SCHB Returns, Every Period

PrincipalUSMC

+12.4%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

USMCSCHBFaded: behind in that period

1–3SCHB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USMC vs SCHB

YTD

PrincipalUSMC

+6.3%

SCHBSchwab

+8.8%

+6.3%Year to date+8.8%

−10.0%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.8%

0.8%Yield1.1%

$4.7BAssets$43.2B

3–1SCHB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMC, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

USMC0.12%$12

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USMC, SCHB, VUG

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

USMC0.77%$77

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

USMC$77 − $12 = $65

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USMC, SCHB, VUG

Today

51.2%most shared, USMC and VUG

USMCSCHBVUG

USMC—44.4%51.2%

SCHB44.4%—50.0%

VUG51.2%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%SCHB, at 13.8% volatility

USMCWorst drop−10.0%13.7% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBUSMC

+8.8%Year to date+6.3%

1.1%Yield0.8%

+9.7%Past year+6.0%

0.03%Fee0.12%

4–0SCHB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026