AVSU vs SCHB

AAVSU

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB

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 common65.6%AVSU and SCHB

AVSU

SCHB

Avantis Responsible U.S. Equity ETF · $490MSchwab U.S. Broad Market ETF · $42.9B

+22.0%3 years · per year$18,137 · $17,991+21.6%

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

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.92%12-mo yield$92 · $109 on $10k1.09%

−10.1%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.8%

1–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSU · SCHB

6.6%AAPL7.1%

5.3%MSFT5.6%

4.9%NVDA6.2%

3.8%AMZN3.6%

Held in common65.6%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	AAVSU	Avantis Responsible U.S. Equity ETFRead Desk		0.15%	0.92%	0.0%	+12.3%	+15.0%	+22.0%	new	−10.1%	$490M

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	AAVSU	Avantis Responsible U.S. Equity ETFRead Desk		0.15%	0.92%	0.0%	+12.3%	+15.0%	+22.0%	new	−10.1%	$490M

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

AVSU vs SCHB

AVSU

Avantis Responsible U.S. Equity

[…]

SCHB

Schwab U.S. Broad Market

$16,377

MeasureAVSUSCHB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.92%1.09%

5 years, per year[…]+10.4%

3 years, per year+22.0%+21.6%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y15.0%13.8%

4–1measures won
SCHB first

65.6%

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$92.8B

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: AVSU, SCHB

Today

65.6%most shared, AVSU and SCHB

AVSUSCHB

AVSU—65.6%

SCHB65.6%—

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

AVSU$92 − $15 = $77

KeptFee

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