FEX vs SCHB

AFEX

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · FEX $16,562

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common32.5%FEX and SCHB

FEX

SCHB

First Trust Large Cap Core AlphaDEX Fund · $1.6BSchwab U.S. Broad Market ETF · $44.0B

+22.8%3 years · per year$18,539 · $19,056+24.0%

+10.6%5 years · per year$16,562 · $17,270+11.5%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.99%12-mo yield$99 · $104 on $10k1.04%

−6.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · SCHB

0.5%BRK-B1.4%

0.5%CVX0.6%

0.4%LLY1.5%

0.4%NVDA6.8%

Held in common32.5%

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B

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

FEX vs SCHB

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

SCHB

Schwab U.S. Broad Market

$17,270

MeasureFEXSCHB

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.99%1.04%

5 years, per year+10.6%+11.5%

3 years, per year+22.8%+24.0%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y12.9%13.1%

3–2measures won
SCHB first

32.5%

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: FEX, SCHB

Today

32.5%most shared, FEX and SCHB

FEXSCHB

FEX—32.5%

SCHB32.5%—

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

FEX$99 − $57 = $42

KeptFee

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