EQTY vs SCHB

AEQTY

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

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 common19.9%EQTY and SCHB

EQTY

SCHB

Kovitz Core Equity ETF · $1.4BSchwab U.S. Broad Market ETF · $44.9B

+20.9%3 years · per year$17,686 · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%

0.02%12-mo yield$2 · $104 on $10k1.04%

−11.9%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.1%

1–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQTY · SCHB

3.9%MSFT5.3%

4.8%AMZN3.4%

3.1%META1.9%

5.4%GOOG1.8%

Held in common19.9%

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	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
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

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	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
2	AEQTY	Kovitz Core Equity ETFRead Desk		0.99%	0.02%	+2.4%	+12.7%	+17.5%	+20.9%	new	−11.9%	$1.4B

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

EQTY vs SCHB

EQTY

Kovitz Core Equity

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureEQTYSCHB

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.04%

5 years, per year[…]+11.5%

3 years, per year+20.9%+24.0%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.0%13.1%

4–1measures won
SCHB first

19.9%

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: EQTY, SCHB

Today

19.9%most shared, EQTY and SCHB

EQTYSCHB

EQTY—19.9%

SCHB19.9%—

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

EQTY$2 − $99 = −$97

KeptFee

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