SCHB vs SIZE

ASCHB

BSIZE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · SIZE $14,800

Lowest cost0.03%SCHB · $3 on $10k

Most income1.34%SIZE · $134 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common41.5%SCHB and SIZE

SCHB

SIZE

Schwab U.S. Broad Market ETF · $44.9BiShares MSCI USA Size Factor ETF · $441M

+24.0%3 years · per year$19,056 · $17,299+20.0%

+11.5%5 years · per year$17,270 · $14,800+8.2%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.04%12-mo yield$104 · $134 on $10k1.34%

−8.9%Worst dropSmaller wins−8.0%

13.1%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHB · SIZE

0.3%CRWD0.3%

0.4%TMO0.3%

0.4%PANW0.3%

0.3%APH0.2%

Held in common41.5%

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

Both

5Y2 funds

#			Trend
1	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
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

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

Both

5Y2 funds

#			Trend
1	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
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

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 SIZE

SCHB

Schwab U.S. Broad Market

$17,270

SIZE

iShares MSCI USA Size Factor

$14,800

MeasureSCHBSIZE

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.04%1.34%

5 years, per year+11.5%+8.2%

3 years, per year+24.0%+20.0%

Worst drop · 1Y−8.9%−8.0%

Volatility · 1Y13.1%12.7%

3–3measures won
level

41.5%

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

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

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SCHB, SIZE

Today

41.5%most shared, SCHB and SIZE

SCHBSIZE

SCHB—41.5%

SIZE41.5%—

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

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

SCHB$104 − $3 = $101

KeptFee

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