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$16,377SCHB · 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%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$42.9B1.1

VictoryShares WestEnd U.S. Sector ETFUS Stock Styles · Large cap0.49%0.70%+7.9%+9.2%+21.2%[…]−9.5%12.7%$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 6, 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 · $42.9B$16,377

$10,000 five years ago, dividends reinvested · they hold 65.2% in common

MODLMeasureSCHB

+7.9%Year to dateJan 1 → Nov 6+8.8%

+9.2%1 yearTotal return+9.7%

+21.2%3 years · per year$10,000 became $17,792 · $17,991+21.6%

[…]5 years · per year$10,000 became […] · $16,377+10.4%

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

0.70%Trailing 12-mo yield$70 · $109 a year on $10k1.09%

−9.5%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer13.8%

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

1–6SCHB wins

End-of-day Nov 6, 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

23.6%in top 5

SCHB

in top 524.8%

MODLStockSCHB

6.3%AAPL7.1%

5.3%NVDA6.2%

4.9%MSFT5.6%

3.8%GOOGL2.3%

not top 5AMZN3.6%

3.3%GOOGnot top 5

Held in common65.2%

End-of-day Nov 6, 2026 · share of each fund

MODL vs SCHB Returns, Every Period

VictorySharesMODL

+9.2%

past year

SCHBSchwab

+9.7%

past year

MODLSCHBFaded: behind in that period

0–3SCHB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MODL vs SCHB

YTD

VictorySharesMODL

+7.9%

SCHBSchwab

+8.8%

+7.9%Year to date+8.8%

−9.5%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.8%

0.7%Yield1.1%

$1.1BAssets$42.9B

3–1SCHB wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: MODL, SCHB

1.09%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.09%$109

MODL0.70%$70

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

MODL$70 − $49 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MODL, SCHB

Today

65.2%most shared, MODL and SCHB

MODLSCHB

MODL—65.2%

SCHB65.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SCHB, at 13.8% volatility

MODLWorst drop−9.5%12.7% vol

SCHBWorst drop−8.9%13.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBMODL

+8.8%Year to date+7.9%

1.1%Yield0.7%

+9.7%Past year+9.2%

0.03%Fee0.49%

4–0SCHB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026