Compare · 2 funds side by side · dividends reinvested

DEMZ and SCHB

DEMZRAM×SCHBSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,132DEMZ · best of the two

Story of the two · IncomeMost incomeSCHB · 1.06% · $106 a year on $10k

Story of the two · RiskSmallest drop

DEMZ and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.87%+12.7%+13.0%+22.2%+11.4%−12.3%15.5%$69M1.5

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: DEMZ 2020 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Democratic Large Cap Core ETF · $69M$17,132

DEMZ

SCHB

Schwab U.S. Broad Market ETF · $44.3B$16,423

$10,000 five years ago, dividends reinvested · they hold 24.6% in common

DEMZMeasureSCHB

+12.7%

More Ways to See the Pairs

DEMZ vs SCHB: Top 5 Holdings

Today

DEMZ

23.9%in top 5

SCHB

in top 523.8%

DEMZStockSCHB

5.1%AAPL7.1%

not top 5NVDA5.5%

5.1%MSFT5.3%

4.8%Lnot top 5

4.7%COST

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 13, 2026 · fee on $10,000 a year

Yields: DEMZ, SCHB

1Y

1.06%highest, SCHB

FundTrailing yield

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+13.0%1 yearTotal return+11.6%

+22.2%3 years · per year$10,000 became $18,244 · $17,836+21.3%

+11.4%5 years · per year$10,000 became $17,132 · $16,423+10.4%

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%

15.5%VolatilityLower is calmer14.0%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.2%GOOGL2.4%

not top 5AMZN3.6%

Held in common24.6%

End-of-day Nov 13, 2026 · share of each fund

DEMZ vs SCHB Returns, Every Period

5Y

RAMDEMZ

+11.4%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

DEMZSCHBFaded: behind in that period

4–0DEMZ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DEMZ vs SCHB

YTD

RAMDEMZ

+12.7%

SCHBSchwab

+11.5%

+12.7%Year to date+11.5%

−12.3%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y14.0%

0.9%Yield1.1%

$69.2MAssets$44.3B

3–1SCHB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHB1.06%$106

DEMZ0.87%$87

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

DEMZ$87 − $45 = $42

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DEMZ, SCHB

Today

24.6%most shared, DEMZ and SCHB

DEMZSCHB

DEMZ—24.6%

SCHB24.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.0%DEMZ, at 15.5% volatility

SCHBWorst drop−8.9%14.0% vol

DEMZWorst drop−12.3%15.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBDEMZ

+11.5%Year to date+12.7%

1.1%Yield0.9%

+11.6%Past year+13.0%

0.03%Fee0.45%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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DEMZ and SCHB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two