UDN vs SCHB

AUDN

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income3.01%UDN · $301 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$11,079 · $17,991+21.6%

−0.2%5 years · per year$9,900 · $16,377+10.4%

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

3.01%12-mo yield$301 · $109 on $10k1.09%

−5.6%Worst dropSmaller wins−8.9%

5.6%VolatilityLower wins13.8%

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 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	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	3.01%	−0.7%	−2.6%	−0.3%	+3.5%	−0.2%	−5.6%	$93M

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	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk	0.77%	3.01%	−0.7%	−2.6%	−0.3%	+3.5%	−0.2%	−5.6%	$93M

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

UDN vs SCHB

UDN

Invesco DB US Dollar Index Bearish Fund

$9,900

SCHB

Schwab U.S. Broad Market

$16,377

MeasureUDNSCHB

Fee0.77%0.03%

Cost on $10k a year$77$3

Yield3.01%1.09%

5 years, per year−0.2%+10.4%

3 years, per year+3.5%+21.6%

Worst drop · 1Y−5.6%−8.9%

Volatility · 1Y5.6%13.8%

3–3measures won
level

0.0%

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: UDN, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

UDNSCHBVUG

UDN—0.0%0.0%

SCHB0.0%—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

$224most kept, UDN

UDN$301 − $77 = $224

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

KeptFee

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