Compare · 2 funds side by side · dividends reinvested

SSPY and SCHB

SSPYStratified×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

SSPY and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.16%+18.9%+22.3%+19.6%+9.9%−7.3%10.9%$132M1.4

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%$44.9B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SSPY 2019 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Index ETF · $132M$16,025

SSPY

SCHB

Schwab U.S. Broad Market ETF · $44.9B$17,270

$10,000 five years ago, dividends reinvested · they hold 41.2% in common

SSPYMeasureSCHB

+18.9%Year to dateJan 1 → Nov 4+13.3%

+22.3%1 yearTotal return+13.3%

+19.6%3 years · per year$10,000 became $17,110 · $19,056+24.0%

+9.9%5 years · per year$10,000 became $16,025 · $17,270+11.5%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

1.16%Trailing 12-mo yield$116 · $104 a year on $10k1.04%

−7.3%Worst dropSmaller is better−8.9%

10.9%VolatilityLower is calmer13.1%

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

5–3SSPY wins

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

More Ways to See the Pairs

SSPY vs SCHB: Top 5 Holdings

Today

SSPY

5.0%in top 5

SCHB

in top 524.4%

SSPYStockSCHB

not top 5NVDA6.8%

not top 5AAPL6.6%

1.1%MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

1.0%IBMnot top 5

1.0%COFnot top 5

1.0%SYFnot top 5

0.9%WMTnot top 5

Held in common41.2%

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

SSPY vs SCHB Returns, Every Period

StratifiedSSPY

+9.9%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

SSPYSCHBFaded: behind in that period

2–2Level

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

SSPY vs SCHB

YTD

StratifiedSSPY

+18.9%

SCHBSchwab

+13.3%

+18.9%Year to date+13.3%

−7.3%Worst drop · 1Y−8.9%

10.9%Volatility · 1Y13.1%

1.2%Yield1.0%

$132MAssets$44.9B

4–0SSPY wins

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

Cost, Income and Risk

Fees: SSPY, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

SSPY0.45%$45

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

Yields: SSPY, SCHB

1.16%highest, SSPY

FundTrailing yieldYield$10k

SSPY1.16%$116

SCHB1.04%$104

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

SSPY$116 − $45 = $71

KeptFee

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

Overlap: SSPY, SCHB

Today

41.2%most shared, SSPY and SCHB

SSPYSCHB

SSPY—41.2%

SCHB41.2%—

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

Return vs Bumpiness: 2 ETFs

+22.3%SSPY, at 10.9% volatility

SSPYWorst drop−7.3%10.9% 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

SSPYSCHB

+18.9%Year to date+13.3%

1.2%Yield1.0%

+22.3%Past year+13.3%

0.45%Fee0.03%

3–1SSPY 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$97.0B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026