Compare · 3 funds side by side · dividends reinvested

EPS, SCHB and VUG

EPSWisdomTree×SCHBSchwab×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,576EPS · best of the three

02 / 04

EPS, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap FundUS Stock Styles · Large cap0.08%1.13%+12.3%+15.2%+21.6%+11.9%−8.4%13.2%$1.6B1.5

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+13.7%+21.8%+10.8%−8.9%14.0%$44.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: EPS 2007 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$17,576

EPS

SCHB

Schwab U.S. Broad Market ETF · $44.2B$16,705

$10,000 five years ago, dividends reinvested · they hold 71.9% in common

EPSMeasureSCHB

+12.3%Year to dateJan 1 → Nov 9+11.5%

+15.2%1 yearTotal return+13.7%

+21.6%3 years · per year$10,000 became $17,977 · $18,080+21.8%

+11.9%5 years · per year$10,000 became $17,576 · $16,705+10.8%

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

1.13%Trailing 12-mo yield$113 · $106 a year on $10k1.06%

−8.4%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer14.0%

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

6–2EPS wins

End-of-day Nov 9, 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

28.9%in top 5

SCHB

in top 524.8%

EPSStockSCHB

6.1%AAPL7.0%

6.7%NVDA6.3%

6.3%AMZN3.6%

4.9%MSFT5.5%

5.0%GOOGL2.3%

Held in common71.9%

End-of-day Nov 9, 2026 · share of each fund

EPS vs SCHB Returns, Every Period

WisdomTreeEPS

+11.9%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

EPSSCHBFaded: behind in that period

3–1EPS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

EPS vs SCHB

YTD

WisdomTreeEPS

+12.3%

SCHBSchwab

+11.5%

+12.3%Year to date+11.5%

−8.4%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y14.0%

1.1%Yield1.1%

$1.6BAssets$44.2B

3–0EPS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EPS, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

EPS0.08%$8

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EPS, SCHB, VUG

1.13%highest, EPS

FundTrailing yieldYield$10k

EPS1.13%$113

SCHB1.06%$106

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$105most kept, EPS

EPS$113 − $8 = $105

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EPS, SCHB, VUG

Today

71.9%most shared, EPS and SCHB

EPSSCHBVUG

EPS—71.9%44.7%

SCHB71.9%—50.3%

VUG44.7%50.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.2%EPS, at 13.2% volatility

EPSWorst drop−8.4%13.2% vol

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EPSSCHB

+12.3%Year to date+11.5%

1.1%Yield1.1%

+15.2%Past year+13.7%

0.08%Fee0.03%

2–1EPS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026