Compare · 2 funds side by side · dividends reinvested

DEMZ and SCHB

DEMZRAM×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,372DEMZ · best of the two

02 / 04

DEMZ 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%$44.0B1.3

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.87%+11.6%+11.3%+24.4%+11.7%−12.3%14.7%$68M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: DEMZ 2020 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $68M$17,372

DEMZ

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 24.7% in common

DEMZMeasureSCHB

+11.6%Year to dateJan 1 → Nov 3+11.6%

+11.3%1 yearTotal return+11.7%

+24.4%3 years · per year$10,000 became $19,240 · $18,993+23.8%

+11.7%5 years · per year$10,000 became $17,372 · $16,894+11.1%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.87%Trailing 12-mo yield$87 · $106 a year on $10k1.06%

−12.3%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.1%

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

2–5SCHB wins

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

More Ways to See the Pairs

DEMZ vs SCHB: Top 5 Holdings

Today

DEMZ

24.1%in top 5

SCHB

in top 524.2%

DEMZStockSCHB

5.0%AAPL6.8%

4.6%NVDA6.7%

5.1%MSFT5.2%

4.8%Lnot top 5

4.6%COSTnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.2%

Held in common24.7%

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

DEMZ vs SCHB Returns, Every Period

RAMDEMZ

+11.7%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

DEMZSCHBFaded: behind in that period

2–1DEMZ wins

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

DEMZ vs SCHB

YTD

RAMDEMZ

+11.6%

SCHBSchwab

+11.6%

+11.6%Year to date+11.6%

−12.3%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.1%

0.9%Yield1.1%

$67.8MAssets$44.0B

3–0SCHB wins

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

Cost, Income and Risk

Fees: DEMZ, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

DEMZ0.45%$45

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

Yields: DEMZ, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

DEMZ0.87%$87

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

DEMZ$87 − $45 = $42

KeptFee

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

Overlap: DEMZ, SCHB

Today

24.7%most shared, DEMZ and SCHB

DEMZSCHB

DEMZ—24.7%

SCHB24.7%—

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

DEMZWorst drop−12.3%14.7% vol

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

Paid More vs Made More

YTD

SCHBDEMZ

+11.6%Year to date+11.6%

1.1%Yield0.9%

+11.7%Past year+11.3%

0.03%Fee0.45%

3–0SCHB 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