Compare · 2 funds side by side · dividends reinvested

VSLU and SCHB

VSLUApplied Finance×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,686VSLU · best of the two

02 / 04

VSLU and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Applied Finance Valuation Large Cap ETFUS Stock Styles · Large cap0.49%0.42%+10.5%+12.3%+24.5%+13.3%−9.2%12.6%$586M1.5

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: VSLU 2021 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance Valuation Large Cap ETF · $586M$18,686

VSLU

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 55.8% in common

VSLUMeasureSCHB

+10.5%Year to dateJan 1 → Nov 3+11.6%

+12.3%1 yearTotal return+11.7%

+24.5%3 years · per year$10,000 became $19,282 · $18,993+23.8%

+13.3%5 years · per year$10,000 became $18,686 · $16,894+11.1%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.42%Trailing 12-mo yield$42 · $106 a year on $10k1.06%

−9.2%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

VSLU vs SCHB: Top 5 Holdings

Today

VSLU

36.3%in top 5

SCHB

in top 524.2%

VSLUStockSCHB

10.2%AAPL6.8%

9.1%NVDA6.7%

8.0%MSFT5.2%

4.9%GOOGL2.2%

4.2%METAnot top 5

not top 5AMZN3.3%

Held in common55.8%

End-of-day Nov 3, 2026 · share of each fund

VSLU vs SCHB Returns, Every Period

Applied FinanceVSLU

+13.3%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

VSLUSCHBFaded: behind in that period

3–1VSLU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VSLU vs SCHB

YTD

Applied FinanceVSLU

+10.5%

SCHBSchwab

+11.6%

+10.5%Year to date+11.6%

−9.2%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.1%

0.4%Yield1.1%

$586MAssets$44.0B

3–1SCHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VSLU, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VSLU0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VSLU, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

VSLU0.42%$42

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

VSLU$42 − $49 = −$7

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VSLU, SCHB

Today

55.8%most shared, VSLU and SCHB

VSLUSCHB

VSLU—55.8%

SCHB55.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.3%VSLU, at 12.6% volatility

VSLUWorst drop−9.2%12.6% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBVSLU

+11.6%Year to date+10.5%

1.1%Yield0.4%

+11.7%Past year+12.3%

0.03%Fee0.49%

3–1SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026