SMMD vs SCHB

ASMMD

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income1.17%SMMD · $117 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common9.4%SMMD and SCHB

SMMD

SCHB

iShares Russell 2500 ETF · $4.1BSchwab U.S. Broad Market ETF · $43.2B

+19.8%3 years · per year$17,204 · $17,991+21.6%

+6.3%5 years · per year$13,594 · $16,377+10.4%

0.23%Expense ratio$23 · $3 on $10k · lower wins0.03%

1.17%12-mo yield$117 · $109 on $10k1.09%

−9.7%Worst dropSmaller wins−8.9%

17.0%VolatilityLower wins13.8%

1–5SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMD · SCHB

0.3%USFD0.0%

0.3%THC0.0%

0.3%ATI0.0%

0.3%RGLD0.0%

Held in common9.4%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASMMD	iShares Russell 2500 ETFRead Desk	0.23%	1.17%	+0.5%	+14.5%	+16.9%	+19.8%	+6.3%	−9.7%	$4.1B

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

SMMD vs SCHB

SMMD

iShares Russell 2500

$13,594

SCHB

Schwab U.S. Broad Market

$16,377

MeasureSMMDSCHB

Fee0.23%0.03%

Cost on $10k a year$23$3

Yield1.17%1.09%

5 years, per year+6.3%+10.4%

3 years, per year+19.8%+21.6%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y17.0%13.8%

5–1measures won
SCHB first

9.4%

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$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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: SMMD, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

SMMDSCHBVUG

SMMD—9.4%0.0%

SCHB9.4%—50.0%

VUG0.0%50.0%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

SMMD$117 − $23 = $94

VUG$42 − $3 = $39

KeptFee

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