Compare · 2 funds side by side · dividends reinvested

EPS and SCHB

EPSWisdomTree×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,607EPS · best of the two

02 / 04

EPS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. LargeCap FundUS Stock Styles · Large cap0.08%1.14%+12.1%+13.7%+23.4%+12.0%−8.4%12.2%$1.6B1.3

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%$44.0B1.8

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: EPS 2007 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. LargeCap Fund · $1.6B$17,607

EPS

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 72.1% in common

EPSMeasureSCHB

+12.1%Year to dateJan 1 → Nov 3+11.6%

+13.7%1 yearTotal return+11.7%

+23.4%3 years · per year$10,000 became $18,813 · $18,993+23.8%

+12.0%5 years · per year$10,000 became $17,607 · $16,894+11.1%

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

1.14%Trailing 12-mo yield$114 · $106 a year on $10k1.06%

−8.4%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.1%

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

6–2EPS wins

End-of-day Nov 3, 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 524.2%

EPSStockSCHB

7.1%NVDA6.7%

6.0%AAPL6.8%

5.6%AMZN3.3%

4.7%MSFT5.2%

4.8%GOOGL2.2%

Held in common72.1%

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

EPS vs SCHB Returns, Every Period

WisdomTreeEPS

+12.0%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

EPSSCHBFaded: behind in that period

3–1EPS wins

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

EPS vs SCHB

YTD

WisdomTreeEPS

+12.1%

SCHBSchwab

+11.6%

+12.1%Year to date+11.6%

−8.4%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.1%

1.1%Yield1.1%

$1.6BAssets$44.0B

3–0EPS wins

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

Cost, Income and Risk

Fees: EPS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

EPS0.08%$8

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

Yields: EPS, SCHB

1.14%highest, EPS

FundTrailing yieldYield$10k

EPS1.14%$114

SCHB1.06%$106

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

Income After Fees on $10,000

$106most kept, EPS

EPS$114 − $8 = $106

SCHB$106 − $3 = $103

KeptFee

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

Overlap: EPS, SCHB

Today

72.1%most shared, EPS and SCHB

EPSSCHB

EPS—72.1%

SCHB72.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%EPS, at 12.2% volatility

EPSWorst drop−8.4%12.2% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

EPSSCHB

+12.1%Year to date+11.6%

1.1%Yield1.1%

+13.7%Past year+11.7%

0.08%Fee0.03%

2–1EPS 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