Compare · 2 funds side by side · dividends reinvested

AUSF and SCHB

AUSFGlobal X×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,663AUSF · best of the two

02 / 04

AUSF and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Adaptive U.S. Factor ETFUS Stock Styles · Large cap0.27%2.62%+15.5%+20.2%+22.5%+14.5%−7.0%10.4%$912M1.3

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%$44.0B1.8

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: AUSF 2018 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Adaptive U.S. Factor ETF · $912M$19,663

AUSF

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 17.6% in common

AUSFMeasureSCHB

+15.5%Year to dateJan 1 → Nov 4+13.3%

+20.2%1 yearTotal return+13.3%

+22.5%3 years · per year$10,000 became $18,371 · $19,056+24.0%

+14.5%5 years · per year$10,000 became $19,663 · $17,270+11.5%

0.27%Expense ratio$27 · $3 a year on $10k · lower is better0.03%

2.62%Trailing 12-mo yield$262 · $104 a year on $10k1.04%

−7.0%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.1%

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

6–2AUSF wins

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

More Ways to See the Pairs

AUSF vs SCHB: Top 5 Holdings

Today

AUSF

8.9%in top 5

SCHB

in top 524.4%

AUSFStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

1.8%MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

2.0%VZnot top 5

1.7%Tnot top 5

1.7%MSInot top 5

1.7%BRK-Bnot top 5

Held in common17.6%

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

AUSF vs SCHB Returns, Every Period

Global XAUSF

+14.5%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

AUSFSCHBFaded: behind in that period

3–1AUSF wins

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

AUSF vs SCHB

YTD

Global XAUSF

+15.5%

SCHBSchwab

+13.3%

+15.5%Year to date+13.3%

−7.0%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y13.1%

2.6%Yield1.0%

$912MAssets$44.0B

4–0AUSF wins

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

Cost, Income and Risk

Fees: AUSF, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

AUSF0.27%$27

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

Yields: AUSF, SCHB

2.62%highest, AUSF

FundTrailing yieldYield$10k

AUSF2.62%$262

SCHB1.04%$104

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

Income After Fees on $10,000

$235most kept, AUSF

AUSF$262 − $27 = $235

SCHB$104 − $3 = $101

KeptFee

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

Overlap: AUSF, SCHB

Today

17.6%most shared, AUSF and SCHB

AUSFSCHB

AUSF—17.6%

SCHB17.6%—

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

Return vs Bumpiness: 2 ETFs

+20.2%AUSF, at 10.4% volatility

AUSFWorst drop−7.0%10.4% 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

AUSFSCHB

+15.5%Year to date+13.3%

2.6%Yield1.0%

+20.2%Past year+13.3%

0.27%Fee0.03%

3–1AUSF wins

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