AUSF vs SCHB

AAUSF

BSCHB

Measures won4–2AUSF wins · of 6 · 5Y

$10,000 · 5Y$18,612AUSF · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income3.16%AUSF · $316 on $10k

Smallest drop−7.0%AUSF · worst fall in 1Y

Held in common22.8%AUSF and SCHB

AUSF

SCHB

Global X - Adaptive U.S. Factor ETF · $1.3BSchwab U.S. Broad Market ETF · $44.9B

+20.2%3 years · per year$17,368 · $18,100+21.9%

+13.2%5 years · per year$18,612 · $16,348+10.3%

0.27%Expense ratio$27 · $3 on $10k · lower wins0.03%

3.16%12-mo yield$316 · $109 on $10k1.09%

−7.0%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins13.8%

4–2AUSF wins

$10,000 · 5 yearsOne scale

Shared top holdingsAUSF · SCHB

1.6%MSFT5.6%

1.6%AAPL6.9%

1.6%BRK-B1.5%

2.2%MU1.2%

Held in common22.8%

End-of-day Nov 5, 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	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	3.16%	−5.1%	+10.1%	+14.6%	+20.2%	+13.2%	−7.0%	$1.3B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

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

Both

5Y2 funds

#			Trend
1	AAUSF	Global X - Adaptive U.S. Factor ETFRead Desk		0.27%	3.16%	−5.1%	+10.1%	+14.6%	+20.2%	+13.2%	−7.0%	$1.3B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

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

Cards for this view

AUSF vs SCHB

AUSF

Global X - Adaptive U.S. Factor

$18,612

SCHB

Schwab U.S. Broad Market

$16,348

MeasureAUSFSCHB

Fee0.27%0.03%

Cost on $10k a year$27$3

Yield3.16%1.09%

5 years, per year+13.2%+10.3%

3 years, per year+20.2%+21.9%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y11.7%13.8%

4–2measures won
AUSF first

22.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AUSF, SCHB

Today

22.8%most shared, AUSF and SCHB

AUSFSCHB

AUSF—22.8%

SCHB22.8%—

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

Income After Fees on $10,000

$289most kept, AUSF

AUSF$316 − $27 = $289

SCHB$109 − $3 = $106

KeptFee

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