Compare · 3 funds side by side · dividends reinvested

EQTY, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

EQTY, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$43.2B1.5

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+8.9%+13.3%+18.9%[…]−11.9%13.4%$1.4B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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: EQTY 2011 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Kovitz Core Equity ETF · $1.4B[…]

EQTY

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

EQTYMeasureSCHB

+8.9%Year to dateJan 1 → Nov 6+8.8%

+13.3%1 yearTotal return+9.7%

+18.9%3 years · per year$10,000 became $16,794 · $17,991+21.6%

[…]5 years · per year$10,000 became […] · $16,377+10.4%

0.99%Expense ratio$99 · $3 a year on $10k · lower is better0.03%

0.02%Trailing 12-mo yield$2 · $109 a year on $10k1.09%

−11.9%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.8%

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

3–4SCHB wins

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

More Ways to See the Pairs

EQTY vs SCHB: Top 5 Holdings

Today

EQTY

23.3%in top 5

SCHB

in top 524.8%

EQTYStockSCHB

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

5.4%GOOGnot top 5

4.8%AMZN3.6%

4.5%ICEnot top 5

4.4%BDXnot top 5

4.2%PMnot top 5

not top 5GOOGL2.3%

Held in common20.3%

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

EQTY vs SCHB Returns, Every Period

KovitzEQTY

+13.3%

past year

SCHBSchwab

+9.7%

past year

EQTYSCHBFaded: behind in that period

2–1EQTY wins

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

EQTY vs SCHB

YTD

KovitzEQTY

+8.9%

SCHBSchwab

+8.8%

+8.9%Year to date+8.8%

−11.9%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.8%

0.0%Yield1.1%

$1.4BAssets$43.2B

2–2level

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

Cost, Income and Risk

Fees: EQTY, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

EQTY0.99%$99

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

Yields: EQTY, SCHB, VUG

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

VUG0.42%$42

EQTY0.02%$2

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: EQTY, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

EQTYSCHBVUG

EQTY—20.3%23.0%

SCHB20.3%—50.0%

VUG23.0%50.0%—

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

Return vs Bumpiness: 3 ETFs

+13.3%EQTY, at 13.4% volatility

EQTYWorst drop−11.9%13.4% vol

SCHBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

SCHBEQTY

+8.8%Year to date+8.9%

1.1%Yield0.0%

+9.7%Past year+13.3%

0.03%Fee0.99%

2–2level

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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