Compare · 2 funds side by side · dividends reinvested

FITE and SCHB

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,557FITE · best of the two

02 / 04

FITE and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Kensho Future Security ETFUS Stock Styles · Large cap0.45%0.11%+25.5%+21.3%+33.6%+15.5%−15.3%28.8%$151M1.5

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.5

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: FITE 2017 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Future Security ETF · $151M$20,557

FITE

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

FITEMeasureSCHB

+25.5%Year to dateJan 1 → Nov 4+13.3%

+21.3%1 yearTotal return+13.3%

+33.6%3 years · per year$10,000 became $23,859 · $19,056+24.0%

+15.5%5 years · per year$10,000 became $20,557 · $17,270+11.5%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.11%Trailing 12-mo yield$11 · $104 a year on $10k1.04%

−15.3%Worst dropSmaller is better−8.9%

28.8%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

FITE vs SCHB: Top 5 Holdings

Today

FITE

12.2%in top 5

SCHB

in top 524.4%

FITEStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

2.7%RPDnot top 5

2.5%QLYSnot top 5

2.4%ZSnot top 5

2.3%TENBnot top 5

2.3%OSPNnot top 5

not top 5GOOGL2.2%

Held in common4.8%

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

FITE vs SCHB Returns, Every Period

SPDRFITE

+15.5%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

FITESCHBFaded: behind in that period

4–0FITE wins

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

FITE vs SCHB

YTD

SPDRFITE

+25.5%

SCHBSchwab

+13.3%

+25.5%Year to date+13.3%

−15.3%Worst drop · 1Y−8.9%

28.8%Volatility · 1Y13.1%

0.1%Yield1.0%

$151MAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: FITE, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

FITE0.45%$45

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

Yields: FITE, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

FITE0.11%$11

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

FITE$11 − $45 = −$34

KeptFee

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

Overlap: FITE, SCHB

Today

4.8%most shared, FITE and SCHB

FITESCHB

FITE—4.8%

SCHB4.8%—

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

Return vs Bumpiness: 2 ETFs

+21.3%FITE, at 28.8% volatility

SCHBWorst drop−8.9%13.1% vol

FITEWorst drop−15.3%28.8% vol

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

Paid More vs Made More

YTD

SCHBFITE

+13.3%Year to date+25.5%

1.0%Yield0.1%

+13.3%Past year+21.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026