Compare · 2 funds side by side · dividends reinvested

UUP and SCHB

UUPInvesco×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

UUP and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.4

Invesco DB US Dollar Index Bullish FundUS Stock Styles · Large cap0.78%3.21%+6.9%+5.9%+3.6%+5.9%−3.6%5.5%$481M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: UUP 2007 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB US Dollar Index Bullish Fund · $481M$13,300

UUP

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

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

UUPMeasureSCHB

+6.9%Year to dateJan 1 → Nov 4+13.3%

+5.9%1 yearTotal return+13.3%

+3.6%3 years · per year$10,000 became $11,133 · $19,056+24.0%

+5.9%5 years · per year$10,000 became $13,300 · $17,270+11.5%

0.78%Expense ratio$78 · $3 a year on $10k · lower is better0.03%

3.21%Trailing 12-mo yield$321 · $104 a year on $10k1.04%

−3.6%Worst dropSmaller is better−8.9%

5.5%VolatilityLower is calmer13.1%

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

3–5SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UUP vs SCHB: Top 5 Holdings

Today

UUP

99.9%in top 5

SCHB

in top 524.4%

UUPStockSCHB

99.9%AGPXXnot top 5

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

UUP vs SCHB Returns, Every Period

InvescoUUP

+5.9%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

UUPSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

UUP vs SCHB

YTD

InvescoUUP

+6.9%

SCHBSchwab

+13.3%

+6.9%Year to date+13.3%

−3.6%Worst drop · 1Y−8.9%

5.5%Volatility · 1Y13.1%

3.2%Yield1.0%

$481MAssets$44.0B

3–1UUP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UUP, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

UUP0.78%$78

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: UUP, SCHB

3.21%highest, UUP

FundTrailing yieldYield$10k

UUP3.21%$321

SCHB1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$243most kept, UUP

UUP$321 − $78 = $243

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: UUP, SCHB

Today

0.0%most shared, UUP and SCHB

UUPSCHB

UUP—0.0%

SCHB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

UUPWorst drop−3.6%5.5% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

UUPSCHB

+6.9%Year to date+13.3%

3.2%Yield1.0%

+5.9%Past year+13.3%

0.78%Fee0.03%

3–1SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026