FINA vs SCHB

AFINA

BSCHB

Measures won0–2SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,705SCHB · VUG $16,565

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 common75.9%FINA and SCHB

FINA

SCHB

Fidelity MSCI North American Subset Index ETF · $2.3BSchwab U.S. Broad Market ETF · $44.2B

[…]3 years · per year[…] · $18,080+21.8%

[…]5 years · per year[…] · $16,705+10.8%

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 wins14.0%

0–2SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFINA · SCHB

7.5%AAPL7.0%

6.5%NVDA6.3%

5.6%MSFT5.5%

3.8%AMZN3.6%

Held in common75.9%

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AFINA	Fidelity MSCI North American Subset Index ETFRead Desk	0.09%	0.17%	+2.3%	new	new	new	new	[…]	$2.3B

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AFINA	Fidelity MSCI North American Subset Index ETFRead Desk	0.09%	0.17%	+2.3%	new	new	new	new	[…]	$2.3B

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

FINA vs SCHB

FINA

Fidelity MSCI North American Subset Index

[…]

SCHB

Schwab U.S. Broad Market

$16,705

MeasureFINASCHB

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.17%1.06%

5 years, per year[…]+10.8%

3 years, per year[…]+21.8%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]14.0%

2–0measures won
SCHB first

75.9%

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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: FINA, SCHB, VUG

Today

75.9%most shared, FINA and SCHB

FINASCHBVUG

FINA—75.9%52.5%

SCHB75.9%—50.3%

VUG52.5%50.3%—

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

VUG$41 − $3 = $38

FINA$17 − $9 = $8

KeptFee

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