Compare · 3 funds side by side · dividends reinvested

UUP, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

UUP, 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%$43.2B1.5

Invesco DB US Dollar Index Bullish FundUS Stock Styles · Large cap0.78%3.18%+7.8%+6.4%+3.7%+6.0%−3.6%5.5%$480M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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: UUP 2007 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB US Dollar Index Bullish Fund · $480M$13,381

UUP

SCHB

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

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

UUPMeasureSCHB

+7.8%Year to dateJan 1 → Nov 6+8.8%

+6.4%1 yearTotal return+9.7%

+3.7%3 years · per year$10,000 became $11,148 · $17,991+21.6%

+6.0%5 years · per year$10,000 became $13,381 · $16,377+10.4%

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

3.18%Trailing 12-mo yield$318 · $109 a year on $10k1.09%

−3.6%Worst dropSmaller is better−8.9%

5.5%VolatilityLower is calmer13.8%

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

3–5SCHB wins

End-of-day Nov 6, 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

99.7%in top 5

SCHB

in top 524.8%

UUPStockSCHB

99.7%AGPXXnot top 5

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common0.0%

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

UUP vs SCHB Returns, Every Period

InvescoUUP

+6.0%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

UUPSCHBFaded: behind in that period

0–4SCHB wins

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

UUP vs SCHB

YTD

InvescoUUP

+7.8%

SCHBSchwab

+8.8%

+7.8%Year to date+8.8%

−3.6%Worst drop · 1Y−8.9%

5.5%Volatility · 1Y13.8%

3.2%Yield1.1%

$480MAssets$43.2B

3–1UUP wins

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

Cost, Income and Risk

Fees: UUP, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

UUP0.78%$78

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

Yields: UUP, SCHB, VUG

3.18%highest, UUP

FundTrailing yieldYield$10k

UUP3.18%$318

SCHB1.09%$109

VUG0.42%$42

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

Income After Fees on $10,000

$240most kept, UUP

UUP$318 − $78 = $240

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

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

Overlap: UUP, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

UUPSCHBVUG

UUP—0.0%0.0%

SCHB0.0%—50.0%

VUG0.0%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

UUPWorst drop−3.6%5.5% 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

UUPSCHB

+7.8%Year to date+8.8%

3.2%Yield1.1%

+6.4%Past year+9.7%

0.78%Fee0.03%

3–1SCHB 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