IYY vs SCHB

AIYY

BSCHB

Measures won2–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,814IYY · SCHB $16,705

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common95.5%IYY and SCHB

IYY

SCHB

iShares Dow Jones U.S. ETF · $2.9BSchwab U.S. Broad Market ETF · $44.2B

+21.7%3 years · per year$18,036 · $18,080+21.8%

+11.0%5 years · per year$16,814 · $16,705+10.8%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins14.0%

2–3SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYY · SCHB

7.3%AAPL7.0%

6.6%NVDA6.3%

5.8%MSFT5.5%

3.7%AMZN3.6%

Held in common95.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIYY	iShares Dow Jones U.S. ETFRead Desk	0.20%	0.88%	+2.4%	+11.2%	+13.4%	+21.7%	+11.0%	−8.9%	$2.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIYY	iShares Dow Jones U.S. ETFRead Desk	0.20%	0.88%	+2.4%	+11.2%	+13.4%	+21.7%	+11.0%	−8.9%	$2.9B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYY vs SCHB

IYY

iShares Dow Jones U.S.

$16,814

SCHB

Schwab U.S. Broad Market

$16,705

MeasureIYYSCHB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.88%1.06%

5 years, per year+11.0%+10.8%

3 years, per year+21.7%+21.8%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.8%14.0%

3–2measures won
SCHB first

95.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: IYY, SCHB, VUG

Today

95.5%most shared, IYY and SCHB

IYYSCHBVUG

IYY—95.5%52.4%

SCHB95.5%—50.3%

VUG52.4%50.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

IYY$88 − $20 = $68

VUG$41 − $3 = $38

KeptFee

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