BEEZ vs SCHB

ABEEZ

BSCHB

Measures won1–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−8.4%BEEZ · worst fall in 1Y

Held in common4.4%BEEZ and SCHB

BEEZ

SCHB

Honeytree U.S. Equity ETF · $6MSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

0.64%Expense ratio$64 · $3 on $10k · lower wins0.03%

0.51%12-mo yield$51 · $109 on $10k1.09%

−8.4%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.8%

1–3SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBEEZ · SCHB

4.9%V1.0%

4.9%MA0.7%

4.5%COST0.6%

2.7%LRCX0.4%

Held in common4.4%

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	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
2	ABEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.51%	−2.7%	+9.5%	+9.8%	new	new	−8.4%	$6M

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	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
2	ABEEZ	Honeytree U.S. Equity ETFRead Desk		0.64%	0.51%	−2.7%	+9.5%	+9.8%	new	new	−8.4%	$6M

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

BEEZ vs SCHB

BEEZ

Honeytree U.S. Equity

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureBEEZSCHB

Fee0.64%0.03%

Cost on $10k a year$64$3

Yield0.51%1.09%

5 years, per year[…]+10.3%

3 years, per year[…]+21.9%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.9%13.8%

3–1measures won
SCHB first

4.4%

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: BEEZ, SCHB

Today

4.4%most shared, BEEZ and SCHB

BEEZSCHB

BEEZ—4.4%

SCHB4.4%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

BEEZ$51 − $64 = −$13

KeptFee

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