Compare · 3 funds side by side · dividends reinvested

XLSR, SCHB and VUG

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

02 / 04

XLSR, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.1

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.40%+6.8%+8.2%+19.0%+9.2%−11.1%13.8%$1.1B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$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 4, 2026 · returns include dividends · since: XLSR 2019 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.1B$15,519

XLSR

SCHB

Schwab U.S. Broad Market ETF · $44.9B$17,270

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

XLSRMeasureSCHB

+6.8%Year to dateJan 1 → Nov 4+13.3%

+8.2%1 yearTotal return+13.3%

+19.0%3 years · per year$10,000 became $16,861 · $19,056+24.0%

+9.2%5 years · per year$10,000 became $15,519 · $17,270+11.5%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

0.40%Trailing 12-mo yield$40 · $104 a year on $10k1.04%

−11.1%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.1%

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

0–8SCHB wins

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

More Ways to See the Pairs

XLSR vs SCHB: Top 5 Holdings

Today

XLSR

74.0%in top 5

SCHB

in top 524.4%

XLSRStockSCHB

26.8%XLKnot top 5

24.3%XLVnot top 5

11.5%XLFnot top 5

not top 5NVDA6.8%

not top 5AAPL6.6%

6.5%XLYnot top 5

not top 5MSFT5.3%

5.0%XLCnot top 5

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common20.3%

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

XLSR vs SCHB Returns, Every Period

SPDRXLSR

+9.2%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

XLSRSCHBFaded: behind in that period

0–4SCHB wins

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

XLSR vs SCHB

YTD

SPDRXLSR

+6.8%

SCHBSchwab

+13.3%

+6.8%Year to date+13.3%

−11.1%Worst drop · 1Y−8.9%

13.8%Volatility · 1Y13.1%

0.4%Yield1.0%

$1.1BAssets$44.9B

4–0SCHB wins

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

Cost, Income and Risk

Fees: XLSR, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

XLSR0.70%$70

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

Yields: XLSR, SCHB, VUG

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

XLSR0.40%$40

VUG0.40%$40

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

VUG$40 − $3 = $37

XLSR$40 − $70 = −$30

KeptFee

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

Overlap: XLSR, SCHB, VUG

Today

50.5%most shared, SCHB and VUG

XLSRSCHBVUG

XLSR—20.3%22.7%

SCHB20.3%—50.5%

VUG22.7%50.5%—

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

Return vs Bumpiness: 3 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

XLSRWorst drop−11.1%13.8% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SCHBXLSR

+13.3%Year to date+6.8%

1.0%Yield0.4%

+13.3%Past year+8.2%

0.03%Fee0.70%

4–0SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026