Compare · 2 funds side by side · dividends reinvested

APUE and SCHB

APUEActivePassive×SCHBSchwab×

Versus in desk

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

02 / 04

APUE and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.73%+13.7%+14.6%+24.0%[…]−9.0%12.8%$2.4B1.4

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%$44.0B1.5

Rank among the two1st → 2ndFee, 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: APUE 2023 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.4B[…]

APUE

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 83.3% in common

APUEMeasureSCHB

+13.7%Year to dateJan 1 → Nov 4+13.3%

+14.6%1 yearTotal return+13.3%

+24.0%3 years · per year$10,000 became $19,058 · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

0.73%Trailing 12-mo yield$73 · $104 a year on $10k1.04%

−9.0%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.1%

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

3–3Level

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

More Ways to See the Pairs

APUE vs SCHB: Top 5 Holdings

Today

APUE

26.8%in top 5

SCHB

in top 524.4%

APUEStockSCHB

6.6%NVDA6.8%

6.8%AAPL6.6%

5.4%MSFT5.3%

4.5%DFASnot top 5

3.4%AMZN3.4%

not top 5GOOGL2.2%

Held in common83.3%

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

APUE vs SCHB Returns, Every Period

ActivePassiveAPUE

+14.6%

past year

SCHBSchwab

+13.3%

past year

APUESCHBFaded: behind in that period

2–0APUE wins

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

APUE vs SCHB

YTD

ActivePassiveAPUE

+13.7%

SCHBSchwab

+13.3%

+13.7%Year to date+13.3%

−9.0%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.1%

0.7%Yield1.0%

$2.4BAssets$44.0B

2–2level

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

Cost, Income and Risk

Fees: APUE, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

APUE0.31%$31

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

Yields: APUE, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

APUE0.73%$73

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

APUE$73 − $31 = $42

KeptFee

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

Overlap: APUE, SCHB

Today

83.3%most shared, APUE and SCHB

APUESCHB

APUE—83.3%

SCHB83.3%—

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

Return vs Bumpiness: 2 ETFs

+14.6%APUE, at 12.8% volatility

APUEWorst drop−9.0%12.8% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

SCHBAPUE

+13.3%Year to date+13.7%

1.0%Yield0.7%

+13.3%Past year+14.6%

0.03%Fee0.31%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026