FFLV vs SCHB

AFFLV

BSCHB

Measures won3–1FFLV wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.30%FFLV · $130 on $10k

Smallest drop−7.2%FFLV · worst fall in 1Y

Held in common28.9%FFLV and SCHB

FFLV

SCHB

Fidelity Fundamental Large Cap · $18MSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

1.30%12-mo yield$130 · $109 on $10k1.09%

−7.2%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.8%

3–1FFLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFLV · SCHB

5.5%MSFT5.6%

5.1%AAPL6.9%

6.5%AMZN3.5%

1.0%META1.9%

Held in common28.9%

End-of-day Nov 5, 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%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.30%	−2.5%	+19.2%	+25.7%	new	new	−7.2%	$18M

End-of-day Nov 5, 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%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	AFFLV	Fidelity Fundamental Large CapRead Desk		0.38%	1.30%	−2.5%	+19.2%	+25.7%	new	new	−7.2%	$18M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFLV vs SCHB

FFLV

Fidelity Fundamental Large Cap

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureFFLVSCHB

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.30%1.09%

5 years, per year[…]+10.3%

3 years, per year[…]+21.9%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.3%13.8%

3–1measures won
FFLV first

28.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FFLV, SCHB

Today

28.9%most shared, FFLV and SCHB

FFLVSCHB

FFLV—28.9%

SCHB28.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

FFLV$130 − $38 = $92

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee