UDN vs SCHB

AUDN

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · UDN $9,967

Lowest cost0.03%SCHB · $3 on $10k

Most income2.99%UDN · $299 on $10k

Smallest drop−5.6%UDN · worst fall in 1Y

Held in common0.0%UDN and SCHB

UDN

SCHB

Invesco DB US Dollar Index Bearish Fund · $96MSchwab U.S. Broad Market ETF · $44.9B

+3.6%3 years · per year$11,109 · $19,056+24.0%

−0.1%5 years · per year$9,967 · $17,270+11.5%

0.77%Expense ratio$77 · $3 on $10k · lower wins0.03%

2.99%12-mo yield$299 · $104 on $10k1.04%

−5.6%Worst dropSmaller wins−8.9%

5.6%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUDN · SCHB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk		0.77%	2.99%	+0.4%	−1.7%	+0.2%	+3.6%	−0.1%	−5.6%	$96M

End-of-day Nov 4, 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%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk		0.77%	2.99%	+0.4%	−1.7%	+0.2%	+3.6%	−0.1%	−5.6%	$96M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UDN vs SCHB

UDN

Invesco DB US Dollar Index Bearish Fund

$9,967

SCHB

Schwab U.S. Broad Market

$17,270

MeasureUDNSCHB

Fee0.77%0.03%

Cost on $10k a year$77$3

Yield2.99%1.04%

5 years, per year−0.1%+11.5%

3 years, per year+3.6%+24.0%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y5.6%13.1%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: UDN, SCHB

Today

0.0%most shared, UDN and SCHB

UDNSCHB

UDN—0.0%

SCHB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$222most kept, UDN

UDN$299 − $77 = $222

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee