APUE vs SCHB

AAPUE

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common83.1%APUE and SCHB

APUE

SCHB

ActivePassive U.S. Equity ETF · $2.4BSchwab U.S. Broad Market ETF · $43.2B

+21.5%3 years · per year$17,957 · $17,991+21.6%

[…]5 years · per year[…] · $16,377+10.4%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

0.76%12-mo yield$76 · $109 on $10k1.09%

−9.0%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.8%

1–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPUE · SCHB

7.2%AAPL7.1%

6.0%NVDA6.2%

5.7%MSFT5.6%

3.7%AMZN3.6%

Held in common83.1%

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

All Three

5Y3 funds

#
1	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.76%	+0.2%	+9.1%	+10.7%	+21.5%	new	−9.0%	$2.4B

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

All Three

5Y3 funds

#
1	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AAPUE	ActivePassive U.S. Equity ETFRead Desk	0.31%	0.76%	+0.2%	+9.1%	+10.7%	+21.5%	new	−9.0%	$2.4B

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

APUE vs SCHB

APUE

ActivePassive U.S. Equity

[…]

SCHB

Schwab U.S. Broad Market

$16,377

MeasureAPUESCHB

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield0.76%1.09%

5 years, per year[…]+10.4%

3 years, per year+21.5%+21.6%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.5%13.8%

4–1measures won
SCHB first

83.1%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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

Overlap: APUE, SCHB, VUG

Today

83.1%most shared, APUE and SCHB

APUESCHBVUG

APUE—83.1%49.5%

SCHB83.1%—50.0%

VUG49.5%50.0%—

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

APUE$76 − $31 = $45

VUG$42 − $3 = $39

KeptFee

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