EPS vs SCHB

AEPS

BSCHB

Measures won4–2EPS wins · of 6 · 5Y

$10,000 · 5Y$17,607EPS · SCHB $16,894

Lowest cost0.03%SCHB · $3 on $10k

Most income1.14%EPS · $114 on $10k

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

Held in common72.1%EPS and SCHB

EPS

SCHB

WisdomTree U.S. LargeCap Fund · $1.6BSchwab U.S. Broad Market ETF · $44.0B

+23.4%3 years · per year$18,813 · $18,993+23.8%

+12.0%5 years · per year$17,607 · $16,894+11.1%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.14%12-mo yield$114 · $106 on $10k1.06%

−8.4%Worst dropSmaller wins−8.9%

12.2%VolatilityLower wins13.1%

4–2EPS wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPS · SCHB

7.1%NVDA6.7%

6.0%AAPL6.8%

4.7%MSFT5.2%

5.6%AMZN3.3%

Held in common72.1%

End-of-day Nov 3, 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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.14%	+0.3%	+12.1%	+13.7%	+23.4%	+12.0%	−8.4%	$1.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B

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

Both

5Y2 funds

#			Trend
1	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.14%	+0.3%	+12.1%	+13.7%	+23.4%	+12.0%	−8.4%	$1.6B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B

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

Cards for this view

EPS vs SCHB

EPS

WisdomTree U.S. LargeCap Fund

$17,607

SCHB

Schwab U.S. Broad Market

$16,894

MeasureEPSSCHB

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.14%1.06%

5 years, per year+12.0%+11.1%

3 years, per year+23.4%+23.8%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y12.2%13.1%

3–2measures won
EPS first

72.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: EPS, SCHB

Today

72.1%most shared, EPS and SCHB

EPSSCHB

EPS—72.1%

SCHB72.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, EPS

EPS$114 − $8 = $106

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee