SIZE vs SCHB

ASIZE

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,348SCHB · VUG $16,052

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 common41.3%SIZE and SCHB

SIZE

SCHB

iShares MSCI USA Size Factor ETF · $441MSchwab U.S. Broad Market ETF · $44.9B

+18.4%3 years · per year$16,580 · $18,100+21.9%

+7.2%5 years · per year$14,165 · $16,348+10.3%

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%AMGN0.3%

0.2%PANW0.4%

Held in common41.3%

End-of-day Nov 5, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

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

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$441M

End-of-day Nov 5, 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

$14,165

SCHB

Schwab U.S. Broad Market

$16,348

MeasureSIZESCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.39%1.09%

5 years, per year+7.2%+10.3%

3 years, per year+18.4%+21.9%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y13.2%13.8%

3–3measures won
level

41.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SIZE, SCHB, VUG

Today

50.6%most shared, SCHB and VUG

SIZESCHBVUG

SIZE—41.3%18.0%

SCHB41.3%—50.6%

VUG18.0%50.6%—

End-of-day Nov 5, 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$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee