Compare · 3 funds side by side · dividends reinvested

EPS, SCHB and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,157EPS · best of the three

02 / 04

EPS, SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap FundUS Stock Styles · Large cap0.08%1.16%+9.6%+11.5%+21.4%+11.4%−8.4%13.0%$1.6B1.6

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: EPS 2007 · SCHB 2009 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$17,157

EPS

SCHB

Schwab U.S. Broad Market ETF · $43.2B$16,377

$10,000 five years ago, dividends reinvested · they hold 71.5% in common

EPSMeasureSCHB

+9.6%Year to dateJan 1 → Nov 6+8.8%

+11.5%1 yearTotal return+9.7%

+21.4%3 years · per year$10,000 became $17,874 · $17,991+21.6%

+11.4%5 years · per year$10,000 became $17,157 · $16,377+10.4%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.16%Trailing 12-mo yield$116 · $109 a year on $10k1.09%

−8.4%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.8%

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

6–2EPS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EPS vs SCHB: Top 5 Holdings

Today

EPS

28.2%in top 5

SCHB

in top 524.8%

EPSStockSCHB

7.1%NVDA6.2%

6.0%AAPL7.1%

5.6%AMZN3.6%

4.7%MSFT5.6%

4.8%GOOGL2.3%

Held in common71.5%

End-of-day Nov 6, 2026 · share of each fund

EPS vs SCHB Returns, Every Period

WisdomTreeEPS

+11.4%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

EPSSCHBFaded: behind in that period

3–1EPS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EPS vs IJH

YTD

WisdomTreeEPS

+9.6%

IJHiShares

+9.5%

+9.6%Year to date+9.5%

−8.4%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.5%

1.2%Yield1.3%

$1.6BAssets$121B

3–1EPS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPS, SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

EPS0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EPS, SCHB, IJH

1.25%highest, IJH

FundTrailing yieldYield$10k

IJH1.25%$125

EPS1.16%$116

SCHB1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

EPS$116 − $8 = $108

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: EPS, SCHB, IJH

Today

71.5%most shared, EPS and SCHB

EPSSCHBIJH

EPS—71.5%1.0%

SCHB71.5%—4.7%

IJH1.0%4.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

EPSWorst drop−8.4%13.0% vol

SCHBWorst drop−8.9%13.8% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IJHEPS

+9.5%Year to date+9.6%

1.3%Yield1.2%

+12.9%Past year+11.5%

0.05%Fee0.08%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026