Compare · 3 funds side by side · dividends reinvested

XTAP, SCHB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,581XTAP · best of the three

02 / 04

XTAP, SCHB and VUG, 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%$44.9B1.6

Innovator U.S. Equity Accelerated Plus ETFUS Stock Styles · Large cap0.79%0.00%+16.0%+18.2%+18.2%+11.3%−1.7%4.8%$19M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, 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: XTAP 2021 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Innovator U.S. Equity Accelerated Plus ETF · $19M$16,581

XTAP

SCHB

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XTAPMeasureSCHB

+16.0%Year to dateJan 1 → Nov 5+13.3%

+18.2%1 yearTotal return+13.3%

+18.2%3 years · per year$10,000 became $16,503 · $19,056+24.0%

+11.3%5 years · per year$10,000 became $17,089 · $17,270+11.5%

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

0.00%Trailing 12-mo yield$0 · $104 a year on $10k1.04%

−1.7%Worst dropSmaller is better−8.9%

4.8%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

XTAP vs SCHB: Top 5 Holdings

Today

XTAP

101.6%in top 5

SCHB

in top 524.8%

XTAPStockSCHB

101.6%VOOnot top 5

not top 5AAPL6.9%

not top 5NVDA6.5%

not top 5MSFT5.6%

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common0.0%

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

XTAP vs SCHB Returns, Every Period

InnovatorXTAP

+11.3%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

XTAPSCHBFaded: behind in that period

2–2Level

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

XTAP vs SCHB

YTD

InnovatorXTAP

+16.0%

SCHBSchwab

+13.3%

+16.0%Year to date+13.3%

−1.7%Worst drop · 1Y−8.9%

4.8%Volatility · 1Y13.1%

0.0%Yield1.0%

$18.9MAssets$44.9B

3–1XTAP wins

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

Cost, Income and Risk

Fees: XTAP, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

XTAP0.79%$79

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

Yields: XTAP, SCHB, VUG

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

VUG0.40%$40

XTAP0.00%$0

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

VUG$40 − $3 = $37

XTAP$0 − $79 = −$79

KeptFee

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

Overlap: XTAP, SCHB, VUG

Today

50.6%most shared, SCHB and VUG

XTAPSCHBVUG

XTAP—0.0%0.0%

SCHB0.0%—50.6%

VUG0.0%50.6%—

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

Return vs Bumpiness: 3 ETFs

+18.2%XTAP, at 4.8% volatility

XTAPWorst drop−1.7%4.8% vol

SCHBWorst drop−8.9%13.1% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SCHBXTAP

+13.3%Year to date+16.0%

1.0%Yield0.0%

+13.3%Past year+18.2%

0.03%Fee0.79%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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