Compare · 3 funds side by side · dividends reinvested

ALTL, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,270SCHB · best of the three

02 / 04

ALTL, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

Pacer Lunt Large Cap Alternator ETFUS Stock Styles · Large cap0.60%1.51%−8.3%−11.1%+9.0%−0.6%−25.6%23.4%$71M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ALTL 2020 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Lunt Large Cap Alternator ETF · $71M$9,697

ALTL

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 14.8% in common

ALTLMeasureSCHB

−8.3%Year to dateJan 1 → Nov 4+13.3%

−11.1%1 yearTotal return+13.3%

+9.0%3 years · per year$10,000 became $12,936 · $19,056+24.0%

−0.6%5 years · per year$10,000 became $9,697 · $17,270+11.5%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

1.51%Trailing 12-mo yield$151 · $104 a year on $10k1.04%

−25.6%Worst dropSmaller is better−8.9%

23.4%VolatilityLower is calmer13.1%

ALTLSCHB Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ALTL vs SCHB: Top 5 Holdings

Today

ALTL

6.6%in top 5

SCHB

in top 524.4%

ALTLStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

1.5%BRK-Bnot top 5

1.3%WECnot top 5

1.3%DUKnot top 5

1.3%EVRGnot top 5

1.3%PNWnot top 5

Held in common14.8%

End-of-day Nov 4, 2026 · share of each fund

ALTL vs SCHB Returns, Every Period

PacerALTL

−0.6%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

ALTLSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ALTL vs SCHB

YTD

PacerALTL

−8.3%

SCHBSchwab

+13.3%

−8.3%Year to date+13.3%

−25.6%Worst drop · 1Y−8.9%

23.4%Volatility · 1Y13.1%

1.5%Yield1.0%

$71.4MAssets$44.0B

3–1SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ALTL, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

ALTL0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ALTL, SCHB, VUG

1.51%highest, ALTL

FundTrailing yieldYield$10k

ALTL1.51%$151

SCHB1.04%$104

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

ALTL$151 − $60 = $91

VUG$40 − $3 = $37

KeptFee

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

Overlap: ALTL, SCHB, VUG

Today

50.5%most shared, SCHB and VUG

ALTLSCHBVUG

ALTL—14.8%5.4%

SCHB14.8%—50.5%

VUG5.4%50.5%—

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

Return vs Bumpiness: 3 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

VUGWorst drop−16.1%18.2% vol

ALTLWorst drop−25.6%23.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ALTLSCHB

−8.3%Year to date+13.3%

1.5%Yield1.0%

−11.1%Past year+13.3%

0.60%Fee0.03%

3–1SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026