FITE vs SCHB

AFITE

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$20,557FITE · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common4.8%FITE and SCHB

FITE

SCHB

State Street SPDR S&P Kensho Future Security ETF · $151MSchwab U.S. Broad Market ETF · $44.0B

+33.6%3 years · per year$23,859 · $19,056+24.0%

+15.5%5 years · per year$20,557 · $17,270+11.5%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.11%12-mo yield$11 · $104 on $10k1.04%

−15.3%Worst dropSmaller wins−8.9%

28.8%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFITE · SCHB

1.2%AVGO2.2%

1.1%CSCO0.6%

1.8%PANW0.4%

1.5%RTX0.4%

Held in common4.8%

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$151M
2	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

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−1.9%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$151M
2	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

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

FITE vs SCHB

FITE

SPDR S&P Kensho Future Security

$20,557

SCHB

Schwab U.S. Broad Market

$17,270

MeasureFITESCHB

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.11%1.04%

5 years, per year+15.5%+11.5%

3 years, per year+33.6%+24.0%

Worst drop · 1Y−15.3%−8.9%

Volatility · 1Y28.8%13.1%

4–2measures won
SCHB first

4.8%

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: FITE, SCHB

Today

4.8%most shared, FITE and SCHB

FITESCHB

FITE—4.8%

SCHB4.8%—

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

FITE$11 − $45 = −$34

KeptFee

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