EQTY vs SCHB

AEQTY

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · IWF $15,892

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common20.3%EQTY and SCHB

EQTY

SCHB

Kovitz Core Equity ETF · $1.4BSchwab U.S. Broad Market ETF · $43.2B

+19.1%3 years · per year$16,904 · $18,080+21.8%

[…]5 years · per year[…] · $16,705+10.8%

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

0.02%12-mo yield$2 · $106 on $10k1.06%

−11.9%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins14.0%

1–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQTY · SCHB

3.9%MSFT5.5%

4.8%AMZN3.6%

5.4%GOOG1.9%

3.1%META1.9%

Held in common20.3%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+2.6%	+11.7%	+18.1%	+19.1%	new	−11.9%	$1.4B

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$43.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	+2.6%	+11.7%	+18.1%	+19.1%	new	−11.9%	$1.4B

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

EQTY vs SCHB

EQTY

Kovitz Core Equity

[…]

SCHB

Schwab U.S. Broad Market

$16,705

MeasureEQTYSCHB

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.06%

5 years, per year[…]+10.8%

3 years, per year+19.1%+21.8%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.5%14.0%

4–1measures won
SCHB first

20.3%

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$93.2B

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$59.7B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: EQTY, SCHB, IWF

Today

52.9%most shared, SCHB and IWF

EQTYSCHBIWF

EQTY—20.3%20.8%

SCHB20.3%—52.9%

IWF20.8%52.9%—

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

IWF$38 − $18 = $20

EQTY$2 − $99 = −$97

KeptFee

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