Compare · 2 funds side by side · dividends reinvested

SCHB and EQTY

SCHBSchwab×EQTYKovitz×

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

SCHB and EQTY, 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%$44.9B1.3

Kovitz Core Equity ETFUS Stock Styles · Large cap0.99%0.02%+12.7%+17.5%+20.9%[…]−11.9%13.0%$1.4B1.7

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: SCHB 2009 · EQTY 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.9B$16,348

SCHB

EQTY

Kovitz Core Equity ETF · $1.4B[…]

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

SCHBMeasureEQTY

+13.3%Year to dateJan 1 → Nov 5+12.7%

+13.3%1 yearTotal return+17.5%

+24.0%3 years · per year$10,000 became $19,056 · $17,686+20.9%

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

0.03%Expense ratio$3 · $99 a year on $10k · lower is better0.99%

1.04%Trailing 12-mo yield$104 · $2 a year on $10k0.02%

−8.9%Worst dropSmaller is better−11.9%

13.1%VolatilityLower is calmer13.0%

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

5–2SCHB wins

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

More Ways to See the Pairs

SCHB vs EQTY: Top 5 Holdings

Today

SCHB

24.8%in top 5

EQTY

in top 523.3%

SCHBStockEQTY

6.9%AAPLnot top 5

6.5%NVDAnot top 5

5.6%MSFTnot top 5

not top 5GOOG5.4%

3.5%AMZN4.8%

not top 5ICE4.5%

not top 5BDX4.4%

not top 5PM4.2%

2.3%GOOGLnot top 5

Held in common20.2%

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

SCHB vs EQTY Returns, Every Period

SchwabSCHB

+13.3%

past year

EQTYKovitz

+17.5%

past year

SCHBEQTYFaded: behind in that period

2–1SCHB wins

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

SCHB vs EQTY

YTD

SchwabSCHB

+13.3%

EQTYKovitz

+12.7%

+13.3%Year to date+12.7%

−8.9%Worst drop · 1Y−11.9%

13.1%Volatility · 1Y13.0%

1.0%Yield0.0%

$44.9BAssets$1.4B

3–1SCHB wins

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

Cost, Income and Risk

Fees: SCHB, EQTY

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

EQTY0.99%$99

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

Yields: SCHB, EQTY

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

EQTY0.02%$2

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

EQTY$2 − $99 = −$97

KeptFee

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

Overlap: SCHB, EQTY

Today

20.2%most shared, SCHB and EQTY

SCHBEQTY

SCHB—20.2%

EQTY20.2%—

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

Return vs Bumpiness: 2 ETFs

+17.5%EQTY, at 13.0% volatility

EQTYWorst drop−11.9%13.0% vol

SCHBWorst drop−8.9%13.1% vol

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

Paid More vs Made More

YTD

SCHBEQTY

+13.3%Year to date+12.7%

1.0%Yield0.0%

+13.3%Past year+17.5%

0.03%Fee0.99%

3–1SCHB wins

End-of-day Nov 5, 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$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026