Compare · 3 funds side by side · dividends reinvested

USXF, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,447USXF · best of the three

02 / 04

USXF, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$44.2B1.4

iShares ESG Advanced MSCI USA ETFUS Stock Styles · Large cap0.10%0.90%+11.3%+12.8%+23.4%+11.8%−12.9%20.8%$1.4B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: USXF 2020 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Advanced MSCI USA ETF · $1.4B$17,447

USXF

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 35.0% in common

USXFMeasureSCHB

+11.3%Year to dateJan 1 → Nov 9+11.5%

+12.8%1 yearTotal return+13.7%

+23.4%3 years · per year$10,000 became $18,785 · $18,080+21.8%

+11.8%5 years · per year$10,000 became $17,447 · $16,705+10.8%

0.10%Expense ratio$10 · $3 a year on $10k · lower is better0.03%

0.90%Trailing 12-mo yield$90 · $106 a year on $10k1.06%

−12.9%Worst dropSmaller is better−8.9%

20.8%VolatilityLower is calmer14.0%

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

2–6SCHB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USXF vs SCHB: Top 5 Holdings

Today

USXF

27.2%in top 5

SCHB

in top 524.8%

USXFStockSCHB

11.8%NVDA6.3%

not top 5AAPL7.0%

5.8%AVGOnot top 5

not top 5MSFT5.5%

not top 5AMZN3.6%

3.4%MUnot top 5

3.2%AMDnot top 5

3.1%Vnot top 5

not top 5GOOGL2.3%

Held in common35.0%

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

USXF vs SCHB Returns, Every Period

iSharesUSXF

+11.8%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

USXFSCHBFaded: behind in that period

2–2Level

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

USXF vs SCHB

YTD

iSharesUSXF

+11.3%

SCHBSchwab

+11.5%

+11.3%Year to date+11.5%

−12.9%Worst drop · 1Y−8.9%

20.8%Volatility · 1Y14.0%

0.9%Yield1.1%

$1.4BAssets$44.2B

4–0SCHB wins

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

Cost, Income and Risk

Fees: USXF, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

USXF0.10%$10

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

Yields: USXF, SCHB, VUG

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

USXF0.90%$90

VUG0.41%$41

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

USXF$90 − $10 = $80

VUG$41 − $3 = $38

KeptFee

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

Overlap: USXF, SCHB, VUG

Today

50.3%most shared, SCHB and VUG

USXFSCHBVUG

USXF—35.0%40.0%

SCHB35.0%—50.3%

VUG40.0%50.3%—

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

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

USXFWorst drop−12.9%20.8% vol

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

Paid More vs Made More

YTD

SCHBUSXF

+11.5%Year to date+11.3%

1.1%Yield0.9%

+13.7%Past year+12.8%

0.03%Fee0.10%

4–0SCHB 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$95.6B

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$61.4B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026