BLUX vs SCHB

ABLUX

BSCHB

Measures won0–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common0.0%BLUX and SCHB

BLUX

SCHB

Bluemonte Dynamic Total Market ETF · $626MSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

0.98%12-mo yield$98 · $104 on $10k1.04%

−9.0%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins13.1%

0–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBLUX · SCHB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	ABLUX	Bluemonte Dynamic Total Market ETFRead Desk		0.30%	0.98%	+1.7%	+15.1%	+16.2%	new	new	−9.0%	$626M

End-of-day Nov 4, 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%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	ABLUX	Bluemonte Dynamic Total Market ETFRead Desk		0.30%	0.98%	+1.7%	+15.1%	+16.2%	new	new	−9.0%	$626M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BLUX vs SCHB

BLUX

Bluemonte Dynamic Total Market

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureBLUXSCHB

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield0.98%1.04%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.0%13.1%

3–0measures won
SCHB first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: BLUX, SCHB

Today

0.0%most shared, BLUX and SCHB

BLUXSCHB

BLUX—0.0%

SCHB0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

BLUX$98 − $30 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee