DEMZ vs SCHB

ADEMZ

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,912DEMZ · SCHB $17,270

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 common24.9%DEMZ and SCHB

DEMZ

SCHB

Democratic Large Cap Core ETF · $69MSchwab U.S. Broad Market ETF · $44.9B

+24.7%3 years · per year$19,377 · $19,056+24.0%

+12.4%5 years · per year$17,912 · $17,270+11.5%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.86%12-mo yield$86 · $104 on $10k1.04%

−12.3%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEMZ · SCHB

5.2%MSFT5.3%

4.9%AAPL6.6%

4.7%NVDA6.8%

4.0%GOOGL2.2%

Held in common24.9%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$69M
2	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

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.86%	+2.0%	+13.8%	+13.7%	+24.7%	+12.4%	−12.3%	$69M
2	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

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

DEMZ vs SCHB

DEMZ

Democratic Large Cap Core

$17,912

SCHB

Schwab U.S. Broad Market

$17,270

MeasureDEMZSCHB

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.86%1.04%

5 years, per year+12.4%+11.5%

3 years, per year+24.7%+24.0%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y14.8%13.1%

4–2measures won
SCHB first

24.9%

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: DEMZ, SCHB

Today

24.9%most shared, DEMZ and SCHB

DEMZSCHB

DEMZ—24.9%

SCHB24.9%—

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

DEMZ$86 − $45 = $41

KeptFee

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