EQTY vs SCHB

AEQTY

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 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

+18.9%3 years · per year$16,794 · $17,991+21.6%

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

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

0.02%12-mo yield$2 · $109 on $10k1.09%

−11.9%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.8%

1–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQTY · SCHB

3.9%MSFT5.6%

4.8%AMZN3.6%

5.4%GOOG1.9%

3.1%META1.9%

Held in common20.3%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

End-of-day Nov 6, 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%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AEQTY	Kovitz Core Equity ETFRead Desk	0.99%	0.02%	−0.2%	+8.9%	+13.3%	+18.9%	new	−11.9%	$1.4B

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

EQTY vs SCHB

EQTY

Kovitz Core Equity

[…]

SCHB

Schwab U.S. Broad Market

$16,377

MeasureEQTYSCHB

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield0.02%1.09%

5 years, per year[…]+10.4%

3 years, per year+18.9%+21.6%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.4%13.8%

4–1measures won
SCHB first

20.3%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: EQTY, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

EQTYSCHBVUG

EQTY—20.3%23.0%

SCHB20.3%—50.0%

VUG23.0%50.0%—

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

VUG$42 − $3 = $39

EQTY$2 − $99 = −$97

KeptFee

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