Compare · 2 funds side by side · dividends reinvested

CFO and SCHB

CFOVictoryShares×SCHBSchwab×

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

02 / 04

CFO and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Enhanced Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.19%+14.4%+16.5%+15.6%+4.4%−7.1%10.6%$417M1.4

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%$44.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: CFO 2014 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Enhanced Volatility Wtd ETF · $417M$12,395

CFO

SCHB

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

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

CFOMeasureSCHB

+14.4%Year to dateJan 1 → Nov 4+13.3%

+16.5%1 yearTotal return+13.3%

+15.6%3 years · per year$10,000 became $15,457 · $19,056+24.0%

+4.4%5 years · per year$10,000 became $12,395 · $17,270+11.5%

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

1.19%Trailing 12-mo yield$119 · $104 a year on $10k1.04%

−7.1%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.1%

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

5–3CFO wins

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

More Ways to See the Pairs

CFO vs SCHB: Top 5 Holdings

Today

CFO

2.1%in top 5

SCHB

in top 524.4%

CFOStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

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 4, 2026 · share of each fund

CFO vs SCHB Returns, Every Period

VictorySharesCFO

+4.4%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

CFOSCHBFaded: behind in that period

2–2Level

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

CFO vs SCHB

YTD

VictorySharesCFO

+14.4%

SCHBSchwab

+13.3%

+14.4%Year to date+13.3%

−7.1%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.1%

1.2%Yield1.0%

$417MAssets$44.0B

4–0CFO wins

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

Cost, Income and Risk

Fees: CFO, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CFO0.38%$38

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

Yields: CFO, SCHB

1.19%highest, CFO

FundTrailing yieldYield$10k

CFO1.19%$119

SCHB1.04%$104

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

CFO$119 − $38 = $81

KeptFee

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

Overlap: CFO, SCHB

Today

37.4%most shared, CFO and SCHB

CFOSCHB

CFO—37.4%

SCHB37.4%—

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

Return vs Bumpiness: 2 ETFs

+16.5%CFO, at 10.6% volatility

CFOWorst drop−7.1%10.6% 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

CFOSCHB

+14.4%Year to date+13.3%

1.2%Yield1.0%

+16.5%Past year+13.3%

0.38%Fee0.03%

3–1CFO 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