AFLG vs SCHB

AAFLG

BSCHB

Measures won3–2AFLG wins · of 6 · 5Y

$10,000 · 5Y$16,832AFLG · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−8.2%AFLG · worst fall in 1Y

Held in common46.5%AFLG and SCHB

AFLG

SCHB

First Trust Active Factor Large Cap ETF · $937MSchwab U.S. Broad Market ETF · $43.2B

+21.6%3 years · per year$17,960 · $17,991+21.6%

+11.0%5 years · per year$16,832 · $16,377+10.4%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

0.73%12-mo yield$73 · $109 on $10k1.09%

−8.2%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins13.8%

3–2AFLG wins

$10,000 · 5 yearsOne scale

Shared top holdingsAFLG · SCHB

7.1%AAPL7.1%

6.7%NVDA6.2%

4.6%MSFT5.6%

2.5%AMZN3.6%

Held in common46.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAFLG	First Trust Active Factor Large Cap ETFRead Desk		0.55%	0.73%	−0.2%	+10.0%	+10.9%	+21.6%	+11.0%	−8.2%	$937M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAFLG	First Trust Active Factor Large Cap ETFRead Desk		0.55%	0.73%	−0.2%	+10.0%	+10.9%	+21.6%	+11.0%	−8.2%	$937M
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFLG vs SCHB

AFLG

First Trust Active Factor Large Cap

$16,832

SCHB

Schwab U.S. Broad Market

$16,377

MeasureAFLGSCHB

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield0.73%1.09%

5 years, per year+11.0%+10.4%

3 years, per year+21.6%+21.6%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y12.4%13.8%

3–2measures won
AFLG first

46.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AFLG, SCHB

Today

46.5%most shared, AFLG and SCHB

AFLGSCHB

AFLG—46.5%

SCHB46.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

AFLG$73 − $55 = $18

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee