Compare · 2 funds side by side · dividends reinvested

LSAF and SCHB

LSAFLeader Shares×SCHBSchwab×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,324LSAF · best of the two

02 / 04

LSAF and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderSharesTM AlphaFactor US Core Equity ETFUS Stock Styles · Large cap0.75%0.54%+26.7%+30.4%+24.5%+11.6%−6.6%14.1%$133M1.4

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%$44.0B1.6

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: LSAF 2018 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

LeaderSharesTM AlphaFactor US Core Equity ETF · $133M$17,324

LSAF

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

LSAFMeasureSCHB

+26.7%Year to dateJan 1 → Nov 3+11.6%

+30.4%1 yearTotal return+11.7%

+24.5%3 years · per year$10,000 became $19,317 · $18,993+23.8%

+11.6%5 years · per year$10,000 became $17,324 · $16,894+11.1%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.54%Trailing 12-mo yield$54 · $106 a year on $10k1.06%

−6.6%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.1%

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

5–3LSAF wins

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

More Ways to See the Pairs

LSAF vs SCHB: Top 5 Holdings

Today

LSAF

5.9%in top 5

SCHB

in top 524.2%

LSAFStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

1.2%CARTnot top 5

1.2%CROXnot top 5

1.2%REGNnot top 5

1.2%ETSYnot top 5

1.1%Rnot top 5

Held in common4.1%

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

LSAF vs SCHB Returns, Every Period

Leader SharesLSAF

+11.6%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

LSAFSCHBFaded: behind in that period

4–0LSAF wins

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

LSAF vs SCHB

YTD

Leader SharesLSAF

+26.7%

SCHBSchwab

+11.6%

+26.7%Year to date+11.6%

−6.6%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.1%

0.5%Yield1.1%

$133MAssets$44.0B

2–2level

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

Cost, Income and Risk

Fees: LSAF, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

LSAF0.75%$75

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

Yields: LSAF, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

LSAF0.54%$54

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

LSAF$54 − $75 = −$21

KeptFee

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

Overlap: LSAF, SCHB

Today

4.1%most shared, LSAF and SCHB

LSAFSCHB

LSAF—4.1%

SCHB4.1%—

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

Return vs Bumpiness: 2 ETFs

+30.4%LSAF, at 14.1% volatility

SCHBWorst drop−8.9%13.1% vol

LSAFWorst drop−6.6%14.1% vol

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

Paid More vs Made More

YTD

SCHBLSAF

+11.6%Year to date+26.7%

1.1%Yield0.5%

+11.7%Past year+30.4%

0.03%Fee0.75%

2–2level

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