SCHD vs SIZE

ASCHD

BSIZE

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · SIZE $14,386

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common9.2%SCHD and SIZE

Schwab U.S. Dividend Equity ETF · $123BiShares MSCI USA Size Factor ETF · $435M

+19.9%3 years · per year$17,234 · $16,455+18.1%

+10.4%5 years · per year$16,418 · $14,386+7.5%

0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%

2.93%12-mo yield$293 · $135 on $10k1.35%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.35%	+1.1%	+14.5%	+15.4%	+18.1%	+7.5%	−8.0%	$435M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.35%	+1.1%	+14.5%	+15.4%	+18.1%	+7.5%	−8.0%	$435M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,418

SIZE

iShares MSCI USA Size Factor

$14,386

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