CGUS vs SCHB

ACGUS

BSCHB

Measures won0–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · IWF $15,892

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common39.5%CGUS and SCHB

CGUS

SCHB

Capital Group Core Equity ETF · $11.9BSchwab U.S. Broad Market ETF · $44.2B

+21.4%3 years · per year$17,895 · $18,080+21.8%

[…]5 years · per year[…] · $16,705+10.8%

0.33%Expense ratio$33 · $3 on $10k · lower wins0.03%

0.83%12-mo yield$83 · $106 on $10k1.06%

−9.6%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins14.0%

0–5SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGUS · SCHB

6.8%NVDA6.3%

7.4%MSFT5.5%

5.5%AMZN3.6%

2.8%GOOGL2.3%

Held in common39.5%

End-of-day Nov 9, 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%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ACGUS	Capital Group Core Equity ETFRead Desk	0.33%	0.83%	+2.6%	+10.4%	+12.3%	+21.4%	new	−9.6%	$11.9B

End-of-day Nov 9, 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%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ACGUS	Capital Group Core Equity ETFRead Desk	0.33%	0.83%	+2.6%	+10.4%	+12.3%	+21.4%	new	−9.6%	$11.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGUS vs SCHB

CGUS

Capital Group Core Equity

[…]

SCHB

Schwab U.S. Broad Market

$16,705

MeasureCGUSSCHB

Fee0.33%0.03%

Cost on $10k a year$33$3

Yield0.83%1.06%

5 years, per year[…]+10.8%

3 years, per year+21.4%+21.8%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.2%14.0%

5–0measures won
SCHB first

39.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CGUS, SCHB, IWF

Today

52.9%most shared, SCHB and IWF

CGUSSCHBIWF

CGUS—39.5%41.7%

SCHB39.5%—52.9%

IWF41.7%52.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

CGUS$83 − $33 = $50

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee