Compare · 2 funds side by side · dividends reinvested

EQTY and SCHB

EQTYKovitz×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

EQTY and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$44.0B1.3

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+10.1%+14.3%+20.5%[…]−11.9%12.8%$1.4B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: EQTY 2011 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHB

EQTY

Kovitz Core Equity ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 19.8% in common

SCHBMeasureEQTY

+11.6%Year to dateJan 1 → Nov 4+10.1%

+11.7%1 yearTotal return+14.3%

+23.8%3 years · per year$10,000 became $18,993 · $17,507+20.5%

+11.1%5 years · per year$10,000 became $16,894 · […][…]

0.03%Expense ratio$3 · $99 a year on $10k · lower is better0.99%

1.06%Trailing 12-mo yield$106 · $2 a year on $10k0.02%

−8.9%Worst dropSmaller is better−11.9%

13.1%VolatilityLower is calmer12.8%

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

5–2SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHB vs EQTY: Top 5 Holdings

Today

SCHB

24.2%in top 5

EQTY

in top 523.3%

SCHBStockEQTY

6.8%AAPLnot top 5

6.7%NVDAnot top 5

not top 5GOOG5.4%

5.2%MSFTnot top 5

3.3%AMZN4.8%

not top 5ICE4.5%

not top 5BDXA4.4%

not top 5PM4.2%

2.2%GOOGLnot top 5

Held in common19.8%

End-of-day Nov 4, 2026 · share of each fund

SCHB vs EQTY Returns, Every Period

SchwabSCHB

+11.7%

past year

EQTYKovitz

+14.3%

past year

SCHBEQTYFaded: behind in that period

2–1SCHB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCHB vs EQTY

YTD

SchwabSCHB

+11.6%

EQTYKovitz

+10.1%

+11.6%Year to date+10.1%

−8.9%Worst drop · 1Y−11.9%

13.1%Volatility · 1Y12.8%

1.1%Yield0.0%

$44.0BAssets$1.4B

3–1SCHB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EQTY, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

EQTY0.99%$99

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EQTY, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

EQTY0.02%$2

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

EQTY$2 − $99 = −$97

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EQTY, SCHB

Today

19.8%most shared, EQTY and SCHB

EQTYSCHB

EQTY—19.8%

SCHB19.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%EQTY, at 12.8% volatility

EQTYWorst drop−11.9%12.8% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBEQTY

+11.6%Year to date+10.1%

1.1%Yield0.0%

+11.7%Past year+14.3%

0.03%Fee0.99%

3–1SCHB wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026