Compare · 2 funds side by side · dividends reinvested

USAF and SCHB

USAFAtlas Capital Team×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

USAF 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%$44.0B1.4

The 2023 ETF Series Trust - Atlas America FundUS Stock Styles · Large cap0.94%2.42%+3.3%+3.9%[…][…]−4.4%5.8%$15M1.5

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: USAF 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

The 2023 ETF Series Trust - Atlas America Fund · $15M[…]

USAF

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

USAFMeasureSCHB

+3.3%Year to dateJan 1 → Nov 4+13.3%

+3.9%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%

0.94%Expense ratio$94 · $3 a year on $10k · lower is better0.03%

2.42%Trailing 12-mo yield$242 · $104 a year on $10k1.04%

−4.4%Worst dropSmaller is better−8.9%

5.8%VolatilityLower is calmer13.1%

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

3–3Level

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

More Ways to See the Pairs

USAF vs SCHB: Top 5 Holdings

Today

USAF

43.8%in top 5

SCHB

in top 524.4%

USAFStockSCHB

10.2%PDBAnot top 5

9.1%VBILnot top 5

9.0%IAUMnot top 5

7.7%GLDMnot top 5

7.7%STIPnot top 5

not top 5NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

not top 5GOOGL2.2%

Held in common0.7%

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

USAF vs SCHB Returns, Every Period

Atlas Capital TeamUSAF

+3.9%

past year

SCHBSchwab

+13.3%

past year

USAFSCHBFaded: behind in that period

0–2SCHB wins

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

USAF vs SCHB

YTD

Atlas Capital TeamUSAF

+3.3%

SCHBSchwab

+13.3%

+3.3%Year to date+13.3%

−4.4%Worst drop · 1Y−8.9%

5.8%Volatility · 1Y13.1%

2.4%Yield1.0%

$15.5MAssets$44.0B

3–1USAF wins

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

Cost, Income and Risk

Fees: USAF, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

USAF0.94%$94

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

Yields: USAF, SCHB

2.42%highest, USAF

FundTrailing yieldYield$10k

USAF2.42%$242

SCHB1.04%$104

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

Income After Fees on $10,000

$148most kept, USAF

USAF$242 − $94 = $148

SCHB$104 − $3 = $101

KeptFee

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

Overlap: USAF, SCHB

Today

0.7%most shared, USAF and SCHB

USAFSCHB

USAF—0.7%

SCHB0.7%—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

USAFWorst drop−4.4%5.8% 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

USAFSCHB

+3.3%Year to date+13.3%

2.4%Yield1.0%

+3.9%Past year+13.3%

0.94%Fee0.03%

3–1SCHB 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$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