DHLX vs SCHB

ADHLX

BSCHB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,377SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−8.4%DHLX · worst fall in 1Y

Held in common19.1%DHLX and SCHB

DHLX

SCHB

Diamond Hill Large Cap Concentrated ETF · $69MSchwab U.S. Broad Market ETF · $43.2B

[…]3 years · per year[…] · $17,991+21.6%

[…]5 years · per year[…] · $16,377+10.4%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

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

−8.4%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins13.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDHLX · SCHB

8.4%MSFT5.6%

6.4%AMZN3.6%

3.9%GOOGL2.3%

4.9%META1.9%

Held in common19.1%

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

Both

5Y2 funds

#			Trend
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	ADHLX	Diamond Hill Large Cap Concentrated ETFRead Desk		0.55%	0.89%	−0.2%	+6.5%	+11.0%	new	new	−8.4%	$69M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	ADHLX	Diamond Hill Large Cap Concentrated ETFRead Desk		0.55%	0.89%	−0.2%	+6.5%	+11.0%	new	new	−8.4%	$69M

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

DHLX vs SCHB

DHLX

Diamond Hill Large Cap Concentrated

[…]

SCHB

Schwab U.S. Broad Market

$16,377

MeasureDHLXSCHB

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield0.89%1.09%

5 years, per year[…]+10.4%

3 years, per year[…]+21.6%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y11.7%13.8%

2–2measures won
level

19.1%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DHLX, SCHB

Today

19.1%most shared, DHLX and SCHB

DHLXSCHB

DHLX—19.1%

SCHB19.1%—

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

DHLX$89 − $55 = $34

KeptFee

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