FEX vs SCHB

AFEX

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · SCHB $16,705

Lowest cost0.03%SCHB · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common32.2%FEX and SCHB

FEX

SCHB

First Trust Large Cap Core AlphaDEX Fund · $1.6BSchwab U.S. Broad Market ETF · $44.2B

+20.8%3 years · per year$17,641 · $18,080+21.8%

+10.0%5 years · per year$16,069 · $16,705+10.8%

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

1.01%12-mo yield$101 · $106 on $10k1.06%

−6.6%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins14.0%

2–4SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEX · SCHB

0.5%BRK-B1.5%

0.5%CVX0.6%

0.4%LLY1.5%

0.4%AMZN3.6%

Held in common32.2%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
3	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.5%	+13.7%	+21.8%	+10.8%	−8.9%	$44.2B
3	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.01%	+2.4%	+16.4%	+20.2%	+20.8%	+10.0%	−6.6%	$1.6B

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

FEX vs SCHB

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,069

SCHB

Schwab U.S. Broad Market

$16,705

MeasureFEXSCHB

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield1.01%1.06%

5 years, per year+10.0%+10.8%

3 years, per year+20.8%+21.8%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y13.5%14.0%

4–2measures won
SCHB first

32.2%

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$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FEX, SCHB, VTV

Today

39.3%most shared, SCHB and VTV

FEXSCHBVTV

FEX—32.2%36.4%

SCHB32.2%—39.3%

VTV36.4%39.3%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SCHB$106 − $3 = $103

FEX$101 − $57 = $44

KeptFee

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