FCTR vs SCHB

AFCTR

BSCHB

Measures won0–6SCHB 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 common20.0%FCTR and SCHB

FCTR

SCHB

First Trust Lunt U.S. Factor Rotation ETF · $46MSchwab U.S. Broad Market ETF · $42.9B

+11.9%3 years · per year$14,020 · $17,991+21.6%

−1.4%5 years · per year$9,336 · $16,377+10.4%

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

0.65%12-mo yield$65 · $109 on $10k1.09%

−22.9%Worst dropSmaller wins−8.9%

21.0%VolatilityLower wins13.8%

0–6SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCTR · SCHB

1.2%V1.0%

1.1%MA0.7%

0.6%JNJ0.9%

0.8%PG0.5%

Held in common20.0%

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%	$42.9B
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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk	0.65%	0.65%	−1.3%	−10.5%	−10.7%	+11.9%	−1.4%	−22.9%	$46M

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%	$42.9B
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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk	0.65%	0.65%	−1.3%	−10.5%	−10.7%	+11.9%	−1.4%	−22.9%	$46M

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

FCTR vs SCHB

FCTR

First Trust Lunt U.S. Factor Rotation

$9,336

SCHB

Schwab U.S. Broad Market

$16,377

MeasureFCTRSCHB

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield0.65%1.09%

5 years, per year−1.4%+10.4%

3 years, per year+11.9%+21.6%

Worst drop · 1Y−22.9%−8.9%

Volatility · 1Y21.0%13.8%

6–0measures won
SCHB first

20.0%

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$92.8B

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$59.1B

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: FCTR, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

FCTRSCHBVUG

FCTR—20.0%8.0%

SCHB20.0%—50.0%

VUG8.0%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

FCTR$65 − $65 = $0

KeptFee

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