Compare · 2 funds side by side · dividends reinvested

MODL and SCHB

MODLVictoryShares×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

MODL and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$44.0B1.1

VictoryShares WestEnd U.S. Sector ETFUS Stock Styles · Large cap0.49%0.68%+12.0%+12.6%+23.3%[…]−9.5%12.1%$1.1B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: MODL 2022 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares WestEnd U.S. Sector ETF · $1.1B[…]

MODL

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 65.6% in common

MODLMeasureSCHB

+12.0%Year to dateJan 1 → Nov 4+13.3%

+12.6%1 yearTotal return+13.3%

+23.3%3 years · per year$10,000 became $18,756 · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.68%Trailing 12-mo yield$68 · $104 a year on $10k1.04%

−9.5%Worst dropSmaller is better−8.9%

12.1%VolatilityLower is calmer13.1%

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

1–6SCHB wins

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

More Ways to See the Pairs

MODL vs SCHB: Top 5 Holdings

Today

MODL

23.4%in top 5

SCHB

in top 524.4%

MODLStockSCHB

5.9%NVDA6.8%

6.0%AAPL6.6%

4.7%MSFT5.3%

3.7%GOOGL2.2%

not top 5AMZN3.4%

3.2%GOOGnot top 5

Held in common65.6%

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

MODL vs SCHB Returns, Every Period

VictorySharesMODL

+12.6%

past year

SCHBSchwab

+13.3%

past year

MODLSCHBFaded: behind in that period

0–3SCHB wins

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

MODL vs SCHB

YTD

VictorySharesMODL

+12.0%

SCHBSchwab

+13.3%

+12.0%Year to date+13.3%

−9.5%Worst drop · 1Y−8.9%

12.1%Volatility · 1Y13.1%

0.7%Yield1.0%

$1.1BAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: MODL, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

MODL0.49%$49

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

Yields: MODL, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

MODL0.68%$68

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

MODL$68 − $49 = $19

KeptFee

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

Overlap: MODL, SCHB

Today

65.6%most shared, MODL and SCHB

MODLSCHB

MODL—65.6%

SCHB65.6%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

MODLWorst drop−9.5%12.1% 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

SCHBMODL

+13.3%Year to date+12.0%

1.0%Yield0.7%

+13.3%Past year+12.6%

0.03%Fee0.49%

4–0SCHB wins

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