CFA vs SCHB

ACFA

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income1.27%CFA · $127 on $10k

Smallest drop−7.1%CFA · worst fall in 1Y

Held in common37.5%CFA and SCHB

CFA

SCHB

VictoryShares US 500 Volatility Wtd ETF · $530MSchwab U.S. Broad Market ETF · $43.2B

+16.3%3 years · per year$15,739 · $17,991+21.6%

+7.4%5 years · per year$14,285 · $16,377+10.4%

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

1.27%12-mo yield$127 · $109 on $10k1.09%

−7.1%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCFA · SCHB

0.5%BRK-B1.5%

0.4%PG0.5%

0.4%COST0.7%

0.4%KO0.5%

Held in common37.5%

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

All Three

5Y3 funds

#
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%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.27%	−0.4%	+10.9%	+13.0%	+16.3%	+7.4%	−7.1%	$530M

End-of-day Nov 6, 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%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ACFA	VictoryShares US 500 Volatility Wtd ETFRead Desk	0.38%	1.27%	−0.4%	+10.9%	+13.0%	+16.3%	+7.4%	−7.1%	$530M

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

CFA vs SCHB

CFA

VictoryShares US 500 Volatility Wtd

$14,285

SCHB

Schwab U.S. Broad Market

$16,377

MeasureCFASCHB

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.27%1.09%

5 years, per year+7.4%+10.4%

3 years, per year+16.3%+21.6%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.0%13.8%

3–3measures won
level

37.5%

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$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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

Overlap: CFA, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

CFASCHBVUG

CFA—37.5%13.0%

SCHB37.5%—50.0%

VUG13.0%50.0%—

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

CFA$127 − $38 = $89

VUG$42 − $3 = $39

KeptFee

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