SCHB vs DYNF

ASCHB

BDYNF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,508DYNF · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

Smallest drop−8.7%DYNF · worst fall in 1Y

Held in common62.5%SCHB and DYNF

SCHB

DYNF

Schwab U.S. Broad Market ETF · $44.9BiShares U.S. Equity Factor Rotation Active ETF · $42.3B

+24.0%3 years · per year$19,056 · $20,586+27.2%

+11.5%5 years · per year$17,270 · $19,508+14.3%

0.03%Expense ratio$3 · $26 on $10k · lower wins0.26%

1.04%12-mo yield$104 · $83 on $10k0.83%

−8.9%Worst dropSmaller wins−8.7%

13.1%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHB · DYNF

6.8%NVDA7.9%

6.6%AAPL8.0%

5.3%MSFT4.8%

3.4%AMZN4.2%

Held in common62.5%

End-of-day Nov 4, 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	BDYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk	0.26%	0.83%	+1.1%	+12.3%	+12.1%	+27.2%	+14.3%	−8.7%	$42.3B
2	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk	0.26%	0.83%	+1.1%	+12.3%	+12.1%	+27.2%	+14.3%	−8.7%	$42.3B
2	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHB vs DYNF

SCHB

Schwab U.S. Broad Market

$17,270

DYNF

iShares U.S. Equity Factor Rotation Active

$19,508

MeasureSCHBDYNF

Fee0.03%0.26%

Cost on $10k a year$3$26

Yield1.04%0.83%

5 years, per year+11.5%+14.3%

3 years, per year+24.0%+27.2%

Worst drop · 1Y−8.9%−8.7%

Volatility · 1Y13.1%13.8%

3–3measures won
level

62.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: SCHB, DYNF, VUG

Today

62.5%most shared, SCHB and DYNF

SCHBDYNFVUG

SCHB—62.5%50.5%

DYNF62.5%—50.4%

VUG50.5%50.4%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

DYNF$83 − $26 = $57

VUG$40 − $3 = $37

KeptFee

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