Compare · 2 funds side by side · dividends reinvested

KOMP and SCHB

KOMPSPDR×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 04

KOMP and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.4%+9.8%+21.9%+10.3%−8.9%13.8%$42.9B1.1

State Street SPDR S&P Kensho New Economies Composite ETFUS Stock Styles · Large cap0.20%1.74%−1.2%−4.8%+18.3%−0.5%−21.7%26.9%$2.5B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: KOMP 2018 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho New Economies Composite ETF · $2.5B$9,766

KOMP

SCHB

Schwab U.S. Broad Market ETF · $42.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

KOMPMeasureSCHB

−1.2%Year to dateJan 1 → Nov 5+8.4%

−4.8%1 yearTotal return+9.8%

+18.3%3 years · per year$10,000 became $16,542 · $18,100+21.9%

−0.5%5 years · per year$10,000 became $9,766 · $16,348+10.3%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

1.74%Trailing 12-mo yield$174 · $109 a year on $10k1.09%

−21.7%Worst dropSmaller is better−8.9%

26.9%VolatilityLower is calmer13.8%

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

1–7SCHB wins

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

More Ways to See the Pairs

KOMP vs SCHB: Top 5 Holdings

Today

KOMP

6.4%in top 5

SCHB

in top 524.8%

KOMPStockSCHB

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

not top 5AMZN3.5%

not top 5GOOGL2.3%

1.6%TWSTnot top 5

1.4%PTCnot top 5

1.2%BRKRnot top 5

1.1%DDDnot top 5

1.1%Unot top 5

Held in common15.2%

End-of-day Nov 5, 2026 · share of each fund

KOMP vs SCHB Returns, Every Period

SPDRKOMP

−0.5%

5 years, per year

SCHBSchwab

+10.3%

5 years, per year

KOMPSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

KOMP vs SCHB

YTD

SPDRKOMP

−1.2%

SCHBSchwab

+8.4%

−1.2%Year to date+8.4%

−21.7%Worst drop · 1Y−8.9%

26.9%Volatility · 1Y13.8%

1.7%Yield1.1%

$2.5BAssets$42.9B

3–1SCHB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KOMP, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

KOMP0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KOMP, SCHB

1.74%highest, KOMP

FundTrailing yieldYield$10k

KOMP1.74%$174

SCHB1.09%$109

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$154most kept, KOMP

KOMP$174 − $20 = $154

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KOMP, SCHB

Today

15.2%most shared, KOMP and SCHB

KOMPSCHB

KOMP—15.2%

SCHB15.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SCHB, at 13.8% volatility

SCHBWorst drop−8.9%13.8% vol

KOMPWorst drop−21.7%26.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

KOMPSCHB

−1.2%Year to date+8.4%

1.7%Yield1.1%

−4.8%Past year+9.8%

0.20%Fee0.03%

3–1SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026