SCHB vs SIZE

ASCHB

BSIZE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income1.39%SIZE · $139 on $10k

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

Held in common41.4%SCHB and SIZE

SCHB

SIZE

Schwab U.S. Broad Market ETF · $43.2BiShares MSCI USA Size Factor ETF · $425M

+21.6%3 years · per year$17,991 · $16,431+18.0%

+10.4%5 years · per year$16,377 · $14,104+7.1%

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

1.09%12-mo yield$109 · $139 on $10k1.39%

−8.9%Worst dropSmaller wins−8.0%

13.8%VolatilityLower wins13.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHB · SIZE

0.4%TMO0.3%

0.3%CRWD0.3%

0.4%AMGN0.2%

0.7%ABBV0.2%

Held in common41.4%

End-of-day Nov 6, 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	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BSIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$425M

End-of-day Nov 6, 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

$16,377

SIZE

iShares MSCI USA Size Factor

$14,104

MeasureSCHBSIZE

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.09%1.39%

5 years, per year+10.4%+7.1%

3 years, per year+21.6%+18.0%

Worst drop · 1Y−8.9%−8.0%

Volatility · 1Y13.8%13.2%

3–3measures won
level

41.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: SCHB, SIZE, VUG

Today

50.0%most shared, SCHB and VUG

SCHBSIZEVUG

SCHB—41.4%50.0%

SIZE41.4%—17.5%

VUG50.0%17.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

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