EPS vs SCHB

AEPS

BSCHB

Measures won4–2EPS wins · of 6 · 5Y

$10,000 · 5Y$17,576EPS · SCHB $16,705

Lowest cost0.03%SCHB · $3 on $10k

Most income1.13%EPS · $113 on $10k

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

Held in common71.9%EPS and SCHB

EPS

SCHB

WisdomTree U.S. LargeCap Fund · $1.6BSchwab U.S. Broad Market ETF · $44.2B

+21.6%3 years · per year$17,977 · $18,080+21.8%

+11.9%5 years · per year$17,576 · $16,705+10.8%

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

1.13%12-mo yield$113 · $106 on $10k1.06%

−8.4%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins14.0%

4–2EPS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEPS · SCHB

6.7%NVDA6.3%

6.1%AAPL7.0%

4.9%MSFT5.5%

6.3%AMZN3.6%

Held in common71.9%

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.13%	+2.4%	+12.3%	+15.2%	+21.6%	+11.9%	−8.4%	$1.6B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk	0.08%	1.13%	+2.4%	+12.3%	+15.2%	+21.6%	+11.9%	−8.4%	$1.6B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

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

EPS vs SCHB

EPS

WisdomTree U.S. LargeCap Fund

$17,576

SCHB

Schwab U.S. Broad Market

$16,705

MeasureEPSSCHB

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.13%1.06%

5 years, per year+11.9%+10.8%

3 years, per year+21.6%+21.8%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.2%14.0%

3–2measures won
EPS first

71.9%

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: EPS, SCHB, VUG

Today

71.9%most shared, EPS and SCHB

EPSSCHBVUG

EPS—71.9%44.7%

SCHB71.9%—50.3%

VUG44.7%50.3%—

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

Income After Fees on $10,000

$105most kept, EPS

EPS$113 − $8 = $105

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

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