SIZE vs SCHB

ASIZE

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,894SCHB · SIZE $14,359

Lowest cost0.03%SCHB · $3 on $10k

Most income1.37%SIZE · $137 on $10k

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

Held in common41.7%SIZE and SCHB

SIZE

SCHB

iShares MSCI USA Size Factor ETF · $434MSchwab U.S. Broad Market ETF · $44.0B

+19.6%3 years · per year$17,120 · $18,993+23.8%

+7.5%5 years · per year$14,359 · $16,894+11.1%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.37%12-mo yield$137 · $106 on $10k1.06%

−8.0%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · SCHB

0.3%CRWD0.3%

0.3%TMO0.3%

0.3%PANW0.4%

0.2%AMGN0.3%

Held in common41.7%

End-of-day Nov 3, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.37%	−0.3%	+12.9%	+14.1%	+19.6%	+7.5%	−8.0%	$434M

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

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.37%	−0.3%	+12.9%	+14.1%	+19.6%	+7.5%	−8.0%	$434M

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

Cards for this view

SIZE vs SCHB

SIZE

iShares MSCI USA Size Factor

$14,359

SCHB

Schwab U.S. Broad Market

$16,894

MeasureSIZESCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.37%1.06%

5 years, per year+7.5%+11.1%

3 years, per year+19.6%+23.8%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y12.6%13.1%

3–3measures won
level

41.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SIZE, SCHB

Today

41.7%most shared, SIZE and SCHB

SIZESCHB

SIZE—41.7%

SCHB41.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, SIZE

SIZE$137 − $15 = $122

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee