SIZE vs SCHB5YSIZESIZEAvsBSCHBSCHBiShares MSCI USA Size Factor ETF · $435MSchwab U.S. Broad Market ETF · $44.5BReturns · dividends in+17.6%3 years · per year$16,264 · $17,887+21.4%+7.3%5 years · per year$14,240 · $16,545+10.6%Cost and income0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%1.36%
Overlap: SIZE, SCHB, IJHToday41.6%most shared, SIZE and SCHBSIZESCHBIJHSIZE—41.6%5.3%SCHB41.6%—4.7%IJH5.3%4.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SIZE vs SCHB5YASIZEiShares MSCI USA Size Factor$14,240vsSCHBBSchwab U.S. Broad Market$16,546$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.4%+11.9%+12.0%+21.4%+10.6%−8.9%$44.5B2ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.36%−1.0%+13.3%+13.8%+17.6%+7.3%−8.0%$435M3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.4%+11.9%+12.0%+21.4%+10.6%−8.9%$44.5B2ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.36%−1.0%+13.3%+13.8%+17.6%+7.3%−8.0%$435M3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTI vs ITOTYTDVanguardVTIVA+12.1%vsBiSITOTiShares+11.9%Jan 1Nov 12+12.1%+11.9%+12.1%Year to date+11.9%1.1%Yield1.0%$689BAssets$96.0B2–0VTI winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: SIZE, SCHB, IJHToday41.6%most shared, SIZE and SCHBSIZESCHBIJHSIZE—41.6%5.3%SCHB41.6%—4.7%IJH5.3%4.7%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$121most kept, SIZESIZE$136 − $15 = $121IJH$122 − $5 = $117SCHB$106 − $3 = $103KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee