DEMZ vs SCHB

ADEMZ

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,163DEMZ · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common25.0%DEMZ and SCHB

DEMZ

SCHB

Democratic Large Cap Core ETF · $66MSchwab U.S. Broad Market ETF · $43.2B

+22.4%3 years · per year$18,354 · $17,991+21.6%

+11.4%5 years · per year$17,163 · $16,377+10.4%

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

0.89%12-mo yield$89 · $109 on $10k1.09%

−12.3%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.8%

2–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEMZ · SCHB

5.4%MSFT5.6%

5.2%AAPL7.1%

4.2%NVDA6.2%

4.1%GOOGL2.3%

Held in common25.0%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$66M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	ADEMZ	Democratic Large Cap Core ETFRead Desk	0.45%	0.89%	+0.6%	+9.8%	+10.2%	+22.4%	+11.4%	−12.3%	$66M
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

DEMZ vs SCHB

DEMZ

Democratic Large Cap Core

$17,163

SCHB

Schwab U.S. Broad Market

$16,377

MeasureDEMZSCHB

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.89%1.09%

5 years, per year+11.4%+10.4%

3 years, per year+22.4%+21.6%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y15.4%13.8%

4–2measures won
SCHB first

25.0%

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: DEMZ, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

DEMZSCHBVUG

DEMZ—25.0%31.0%

SCHB25.0%—50.0%

VUG31.0%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

DEMZ$89 − $45 = $44

VUG$42 − $3 = $39

KeptFee

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