FLCC vs SCHB

AFLCC

BSCHB

Measures won0–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

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 common45.8%FLCC and SCHB

FLCC

SCHB

Federated Hermes MDT Large Cap Core ETF · $178MSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

0.45%12-mo yield$45 · $104 on $10k1.04%

−9.3%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.1%

0–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLCC · SCHB

7.7%NVDA6.8%

6.3%AAPL6.6%

3.8%MSFT5.3%

3.1%AMZN3.4%

Held in common45.8%

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AFLCC	Federated Hermes MDT Large Cap Core ETFRead Desk		0.40%	0.45%	+1.6%	+13.2%	+14.8%	new	new	−9.3%	$178M

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AFLCC	Federated Hermes MDT Large Cap Core ETFRead Desk		0.40%	0.45%	+1.6%	+13.2%	+14.8%	new	new	−9.3%	$178M

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

FLCC vs SCHB

FLCC

Federated Hermes MDT Large Cap Core

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureFLCCSCHB

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.45%1.04%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.2%13.1%

4–0measures won
SCHB first

45.8%

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$97.0B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FLCC, SCHB

Today

45.8%most shared, FLCC and SCHB

FLCCSCHB

FLCC—45.8%

SCHB45.8%—

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

FLCC$45 − $40 = $5

KeptFee

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