Compare · 2 funds side by side · dividends reinvested

CGUS and SCHB

CGUSCapital Group×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

CGUS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$44.0B1.0

Capital Group Core Equity ETFUS Stock Styles · Large cap0.33%0.83%+10.7%+11.0%+23.4%[…]−9.6%13.3%$12.2B2.0

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: CGUS 2022 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Core Equity ETF · $12.2B[…]

CGUS

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 39.8% in common

CGUSMeasureSCHB

+10.7%Year to dateJan 1 → Nov 3+11.6%

+11.0%1 yearTotal return+11.7%

+23.4%3 years · per year$10,000 became $18,806 · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

0.33%Expense ratio$33 · $3 a year on $10k · lower is better0.03%

0.83%Trailing 12-mo yield$83 · $106 a year on $10k1.06%

−9.6%Worst dropSmaller is better−8.9%

13.3%VolatilityLower is calmer13.1%

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

0–7SCHB wins

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

More Ways to See the Pairs

CGUS vs SCHB: Top 5 Holdings

Today

CGUS

27.9%in top 5

SCHB

in top 524.2%

CGUSStockSCHB

7.1%NVDA6.7%

7.0%MSFT5.2%

not top 5AAPL6.8%

5.0%AMZN3.3%

4.8%AVGOnot top 5

3.9%LLYnot top 5

not top 5GOOGL2.2%

Held in common39.8%

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

CGUS vs SCHB Returns, Every Period

Capital GroupCGUS

+11.0%

past year

SCHBSchwab

+11.7%

past year

CGUSSCHBFaded: behind in that period

0–3SCHB wins

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

CGUS vs SCHB

YTD

Capital GroupCGUS

+10.7%

SCHBSchwab

+11.6%

+10.7%Year to date+11.6%

−9.6%Worst drop · 1Y−8.9%

13.3%Volatility · 1Y13.1%

0.8%Yield1.1%

$12.2BAssets$44.0B

4–0SCHB wins

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

Cost, Income and Risk

Fees: CGUS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CGUS0.33%$33

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

Yields: CGUS, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

CGUS0.83%$83

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

CGUS$83 − $33 = $50

KeptFee

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

Overlap: CGUS, SCHB

Today

39.8%most shared, CGUS and SCHB

CGUSSCHB

CGUS—39.8%

SCHB39.8%—

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

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

CGUSWorst drop−9.6%13.3% vol

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

Paid More vs Made More

YTD

SCHBCGUS

+11.6%Year to date+10.7%

1.1%Yield0.8%

+11.7%Past year+11.0%

0.03%Fee0.33%

4–0SCHB 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