CDL vs SCHB

ACDL

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · VUG $17,153

Lowest cost0.03%SCHB · $3 on $10k

Most income3.00%CDL · $300 on $10k

Smallest drop−7.9%CDL · worst fall in 1Y

Held in common10.5%CDL and SCHB

CDL

SCHB

VictoryShares US Large Cap High Div Volatility Wtd ETF · $408MSchwab U.S. Broad Market ETF · $44.9B

+20.3%3 years · per year$17,409 · $19,056+24.0%

+10.8%5 years · per year$16,692 · $17,270+11.5%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

3.00%12-mo yield$300 · $104 on $10k1.04%

−7.9%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCDL · SCHB

1.0%XOM1.0%

1.1%ABBV0.7%

1.1%CVX0.6%

1.4%PG0.5%

Held in common10.5%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M

End-of-day Nov 4, 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%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	ACDL	VictoryShares US Large Cap High Div Volatility Wtd ETFRead Desk	0.38%	3.00%	+1.8%	+22.2%	+25.6%	+20.3%	+10.8%	−7.9%	$408M

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

CDL vs SCHB

CDL

VictoryShares US Large Cap High Div Volatility Wtd

$16,692

SCHB

Schwab U.S. Broad Market

$17,270

MeasureCDLSCHB

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield3.00%1.04%

5 years, per year+10.8%+11.5%

3 years, per year+20.3%+24.0%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.0%13.1%

3–3measures won
level

10.5%

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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

Overlap: CDL, SCHB, VUG

Today

50.5%most shared, SCHB and VUG

CDLSCHBVUG

CDL—10.5%0.5%

SCHB10.5%—50.5%

VUG0.5%50.5%—

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

Income After Fees on $10,000

$262most kept, CDL

CDL$300 − $38 = $262

SCHB$104 − $3 = $101

VUG$40 − $3 = $37

KeptFee

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