Compare · 2 funds side by side · dividends reinvested

UPSD and SCHB

UPSDAptus×SCHBSchwab×

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

UPSD 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%$44.9B1.3

ETF Series Solutions - Aptus Large Cap Upside ETFUS Stock Styles · Large cap0.79%0.58%+14.7%+15.5%[…][…]−11.9%14.4%$132M1.7

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: UPSD 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

ETF Series Solutions - Aptus Large Cap Upside ETF · $132M[…]

UPSD

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 38.9% in common

UPSDMeasureSCHB

+14.7%Year to dateJan 1 → Nov 5+13.3%

+15.5%1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

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

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

0.58%Trailing 12-mo yield$58 · $104 a year on $10k1.04%

−11.9%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer13.1%

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

2–4SCHB wins

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

More Ways to See the Pairs

UPSD vs SCHB: Top 5 Holdings

Today

UPSD

17.3%in top 5

SCHB

in top 524.8%

UPSDStockSCHB

5.1%AAPL6.9%

4.9%NVDA6.5%

3.6%MSFT5.6%

1.9%AMZN3.5%

not top 5GOOGL2.3%

1.8%MUnot top 5

Held in common38.9%

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

UPSD vs SCHB Returns, Every Period

AptusUPSD

+15.5%

past year

SCHBSchwab

+13.3%

past year

UPSDSCHBFaded: behind in that period

2–0UPSD wins

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

UPSD vs SCHB

YTD

AptusUPSD

+14.7%

SCHBSchwab

+13.3%

+14.7%Year to date+13.3%

−11.9%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.1%

0.6%Yield1.0%

$132MAssets$44.9B

3–1SCHB wins

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

Cost, Income and Risk

Fees: UPSD, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

UPSD0.79%$79

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

Yields: UPSD, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

UPSD0.58%$58

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

UPSD$58 − $79 = −$21

KeptFee

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

Overlap: UPSD, SCHB

Today

38.9%most shared, UPSD and SCHB

UPSDSCHB

UPSD—38.9%

SCHB38.9%—

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

Return vs Bumpiness: 2 ETFs

+15.5%UPSD, at 14.4% volatility

SCHBWorst drop−8.9%13.1% vol

UPSDWorst drop−11.9%14.4% vol

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

Paid More vs Made More

YTD

SCHBUPSD

+13.3%Year to date+14.7%

1.0%Yield0.6%

+13.3%Past year+15.5%

0.03%Fee0.79%

2–2level

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