SIZE vs SCHB

ASIZE

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common41.4%SIZE and SCHB

SIZE

SCHB

iShares MSCI USA Size Factor ETF · $426MSchwab U.S. Broad Market ETF · $42.9B

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

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

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

1.39%12-mo yield$139 · $109 on $10k1.09%

−8.0%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · SCHB

0.3%TMO0.4%

0.3%CRWD0.3%

0.2%AMGN0.4%

0.2%ABBV0.7%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−0.4%	+10.6%	+12.4%	+18.0%	+7.1%	−8.0%	$426M

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

SIZE vs SCHB

SIZE

iShares MSCI USA Size Factor

$14,104

SCHB

Schwab U.S. Broad Market

$16,377

MeasureSIZESCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.39%1.09%

5 years, per year+7.1%+10.4%

3 years, per year+18.0%+21.6%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y13.2%13.8%

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$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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: SIZE, SCHB, VTV

Today

43.4%most shared, SIZE and VTV

SIZESCHBVTV

SIZE—41.4%43.4%

SCHB41.4%—39.6%

VTV43.4%39.6%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SIZE$139 − $15 = $124

SCHB$109 − $3 = $106

KeptFee

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