Compare · 2 funds side by side · dividends reinvested

CFA and SCHB

CFAVictoryShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

CFA and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.20%+12.5%+14.3%+17.7%+7.6%−7.1%10.5%$540M1.4

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CFA 2014 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Volatility Wtd ETF · $540M$14,447

CFA

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 37.4% in common

CFAMeasureSCHB

+12.5%Year to dateJan 1 → Nov 3+11.6%

+14.3%1 yearTotal return+11.7%

+17.7%3 years · per year$10,000 became $16,304 · $18,993+23.8%

+7.6%5 years · per year$10,000 became $14,447 · $16,894+11.1%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

1.20%Trailing 12-mo yield$120 · $106 a year on $10k1.06%

−7.1%Worst dropSmaller is better−8.9%

10.5%VolatilityLower is calmer13.1%

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

5–3CFA wins

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

More Ways to See the Pairs

CFA vs SCHB: Top 5 Holdings

Today

CFA

2.1%in top 5

SCHB

in top 524.2%

CFAStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%DUKnot top 5

0.4%EDnot top 5

Held in common37.4%

End-of-day Nov 3, 2026 · share of each fund

CFA vs SCHB Returns, Every Period

VictorySharesCFA

+7.6%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

CFASCHBFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CFA vs SCHB

YTD

VictorySharesCFA

+12.5%

SCHBSchwab

+11.6%

+12.5%Year to date+11.6%

−7.1%Worst drop · 1Y−8.9%

10.5%Volatility · 1Y13.1%

1.2%Yield1.1%

$540MAssets$44.0B

4–0CFA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CFA, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CFA0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CFA, SCHB

1.20%highest, CFA

FundTrailing yieldYield$10k

CFA1.20%$120

SCHB1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

CFA$120 − $38 = $82

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CFA, SCHB

Today

37.4%most shared, CFA and SCHB

CFASCHB

CFA—37.4%

SCHB37.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%CFA, at 10.5% volatility

CFAWorst drop−7.1%10.5% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CFASCHB

+12.5%Year to date+11.6%

1.2%Yield1.1%

+14.3%Past year+11.7%

0.38%Fee0.03%

3–1CFA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026