FCTR vs SCHB

AFCTR

BSCHB

Measures won0–6SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · FCTR $9,638

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 common17.7%FCTR and SCHB

FCTR

SCHB

First Trust Lunt U.S. Factor Rotation ETF · $45MSchwab U.S. Broad Market ETF · $44.0B

+13.2%3 years · per year$14,489 · $19,056+24.0%

−0.7%5 years · per year$9,638 · $17,270+11.5%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $104 on $10k1.04%

−21.3%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.1%

0–6SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · SCHB

1.5%MU1.3%

1.0%TSLA1.5%

0.6%CVX0.6%

1.1%PLTR0.6%

Held in common17.7%

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%	$44.0B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$45M

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%	$44.0B
2	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$45M

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

FCTR vs SCHB

FCTR

First Trust Lunt U.S. Factor Rotation

$9,638

SCHB

Schwab U.S. Broad Market

$17,270

MeasureFCTRSCHB

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.64%1.04%

5 years, per year−0.7%+11.5%

3 years, per year+13.2%+24.0%

Worst drop · 1Y−21.3%−8.9%

Volatility · 1Y21.2%13.1%

6–0measures won
SCHB first

17.7%

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$95.4B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FCTR, SCHB

Today

17.7%most shared, FCTR and SCHB

FCTRSCHB

FCTR—17.7%

SCHB17.7%—

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

FCTR$64 − $65 = −$1

KeptFee

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