FINA vs SCHB

AFINA

BSCHB

Measures won0–2SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,894SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common76.0%FINA and SCHB

FINA

SCHB

Fidelity MSCI North American Subset Index ETF · $2.1BSchwab U.S. Broad Market ETF · $44.0B

[…]3 years · per year[…] · $18,993+23.8%

[…]5 years · per year[…] · $16,894+11.1%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.17%12-mo yield$17 · $106 on $10k1.06%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.1%

0–2SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFINA · SCHB

7.3%AAPL6.8%

6.8%NVDA6.7%

5.3%MSFT5.2%

3.5%AMZN3.3%

Held in common76.0%

End-of-day Nov 3, 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%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AFINA	Fidelity MSCI North American Subset Index ETFRead Desk		0.09%	0.17%	+0.2%	new	new	new	new	[…]	$2.1B

End-of-day Nov 3, 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%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AFINA	Fidelity MSCI North American Subset Index ETFRead Desk		0.09%	0.17%	+0.2%	new	new	new	new	[…]	$2.1B

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

Cards for this view

FINA vs SCHB

FINA

Fidelity MSCI North American Subset Index

[…]

SCHB

Schwab U.S. Broad Market

$16,894

MeasureFINASCHB

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.17%1.06%

5 years, per year[…]+11.1%

3 years, per year[…]+23.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.1%

2–0measures won
SCHB first

76.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FINA, SCHB

Today

76.0%most shared, FINA and SCHB

FINASCHB

FINA—76.0%

SCHB76.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

FINA$17 − $9 = $8

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee