Compare · 2 funds side by side · dividends reinvested

SPGP and SCHB

SPGPInvesco×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

SPGP 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%$44.0B1.3

Invesco S&P 500 GARP ETFUS Stock Styles · Large cap0.34%0.75%+13.4%+15.2%+15.2%+8.4%−11.2%15.6%$2.1B1.8

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: SPGP 2011 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 GARP ETF · $2.1B$14,942

SPGP

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

SPGPMeasureSCHB

+13.4%Year to dateJan 1 → Nov 4+13.3%

+15.2%1 yearTotal return+13.3%

+15.2%3 years · per year$10,000 became $15,298 · $19,056+24.0%

+8.4%5 years · per year$10,000 became $14,942 · $17,270+11.5%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

0.75%Trailing 12-mo yield$75 · $104 a year on $10k1.04%

−11.2%Worst dropSmaller is better−8.9%

15.6%VolatilityLower is calmer13.1%

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

2–6SCHB wins

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

More Ways to See the Pairs

SPGP vs SCHB: Top 5 Holdings

Today

SPGP

11.0%in top 5

SCHB

in top 524.4%

SPGPStockSCHB

2.2%NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

2.3%LLYnot top 5

not top 5GOOGL2.2%

2.2%CINFnot top 5

2.1%PGRnot top 5

2.1%ACGLnot top 5

Held in common16.8%

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

SPGP vs SCHB Returns, Every Period

InvescoSPGP

+8.4%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

SPGPSCHBFaded: behind in that period

2–2Level

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

SPGP vs SCHB

YTD

InvescoSPGP

+13.4%

SCHBSchwab

+13.3%

+13.4%Year to date+13.3%

−11.2%Worst drop · 1Y−8.9%

15.6%Volatility · 1Y13.1%

0.7%Yield1.0%

$2.1BAssets$44.0B

3–1SCHB wins

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

Cost, Income and Risk

Fees: SPGP, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

SPGP0.34%$34

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

Yields: SPGP, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

SPGP0.75%$75

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

SPGP$75 − $34 = $41

KeptFee

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

Overlap: SPGP, SCHB

Today

16.8%most shared, SPGP and SCHB

SPGPSCHB

SPGP—16.8%

SCHB16.8%—

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

Return vs Bumpiness: 2 ETFs

+15.2%SPGP, at 15.6% volatility

SCHBWorst drop−8.9%13.1% vol

SPGPWorst drop−11.2%15.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBSPGP

+13.3%Year to date+13.4%

1.0%Yield0.7%

+13.3%Past year+15.2%

0.03%Fee0.34%

2–2level

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