UDN vs SCHB

AUDN

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · IWF $15,892

Lowest cost0.03%SCHB · $3 on $10k

Most income3.00%UDN · $300 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 · $93MSchwab U.S. Broad Market ETF · $43.2B

+3.5%3 years · per year$11,085 · $18,080+21.8%

−0.1%5 years · per year$9,939 · $16,705+10.8%

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

3.00%12-mo yield$300 · $106 on $10k1.06%

−5.6%Worst dropSmaller wins−8.9%

5.6%VolatilityLower wins14.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUDN · SCHB

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

Held in common0.0%

End-of-day Nov 9, 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%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	3.00%	+0.6%	−2.0%	−0.2%	+3.5%	−0.1%	−5.6%	$93M

End-of-day Nov 9, 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%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	3.00%	+0.6%	−2.0%	−0.2%	+3.5%	−0.1%	−5.6%	$93M

End-of-day Nov 9, 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

$9,939

SCHB

Schwab U.S. Broad Market

$16,705

MeasureUDNSCHB

Fee0.77%0.03%

Cost on $10k a year$77$3

Yield3.00%1.06%

5 years, per year−0.1%+10.8%

3 years, per year+3.5%+21.8%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y5.6%14.0%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: UDN, SCHB, IWF

Today

52.9%most shared, SCHB and IWF

UDNSCHBIWF

UDN—0.0%0.0%

SCHB0.0%—52.9%

IWF0.0%52.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$223most kept, UDN

UDN$300 − $77 = $223

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee