Compare · 2 funds side by side · dividends reinvested

CPII and SCHB

CPIIAmerican Beacon×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

CPII 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%$44.0B1.4

American Beacon Ionic Inflation Protection ETFUS Stock Styles · Large cap0.70%4.49%+4.6%+4.4%+3.2%[…]−2.2%3.6%$11M1.6

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: CPII 2022 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

American Beacon Ionic Inflation Protection ETF · $11M[…]

CPII

SCHB

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

$10,000 five years ago, dividends reinvested

CPIIMeasureSCHB

+4.6%Year to dateJan 1 → Nov 4+11.6%

+4.4%1 yearTotal return+11.7%

+3.2%3 years · per year$10,000 became $10,990 · $18,993+23.8%

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

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

4.49%Trailing 12-mo yield$449 · $106 a year on $10k1.06%

−2.2%Worst dropSmaller is better−8.9%

3.6%VolatilityLower is calmer13.1%

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

3–4SCHB wins

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

More Ways to See the Pairs

CPII vs SCHB: Top 5 Holdings

Today

CPII

[…]in top 5

SCHB

in top 524.4%

CPIIStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common[…]

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

CPII vs SCHB Returns, Every Period

American BeaconCPII

+4.4%

past year

SCHBSchwab

+11.7%

past year

CPIISCHBFaded: behind in that period

0–3SCHB wins

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

CPII vs SCHB

YTD

American BeaconCPII

+4.6%

SCHBSchwab

+11.6%

+4.6%Year to date+11.6%

−2.2%Worst drop · 1Y−8.9%

3.6%Volatility · 1Y13.1%

4.5%Yield1.1%

$11.4MAssets$44.0B

3–1CPII wins

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

Cost, Income and Risk

Fees: CPII, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

CPII0.70%$70

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

Yields: CPII, SCHB

4.49%highest, CPII

FundTrailing yieldYield$10k

CPII4.49%$449

SCHB1.06%$106

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

Income After Fees on $10,000

$379most kept, CPII

CPII$449 − $70 = $379

SCHB$106 − $3 = $103

KeptFee

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

Overlap: CPII, SCHB

Today

[…]holdings […]

CPIISCHB

CPII—[…]

SCHB[…]—

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

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

CPIIWorst drop−2.2%3.6% 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

CPIISCHB

+4.6%Year to date+11.6%

4.5%Yield1.1%

+4.4%Past year+11.7%

0.70%Fee0.03%

3–1SCHB wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026