FMCX vs SCHB

AFMCX

BSCHB

Measures won0–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common20.5%FMCX and SCHB

FMCX

SCHB

FM Focus Equity ETF · $119MSchwab U.S. Broad Market ETF · $42.9B

+16.9%3 years · per year$15,963 · $18,100+21.9%

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

0.72%Expense ratio$72 · $3 on $10k · lower wins0.03%

0.30%12-mo yield$30 · $109 on $10k1.09%

−12.6%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.8%

0–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFMCX · SCHB

7.4%MSFT5.6%

4.6%AMZN3.5%

3.1%AVGO2.1%

2.0%NVDA6.5%

Held in common20.5%

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%	$42.9B
2	AFMCX	FM Focus Equity ETFRead Desk		0.72%	0.30%	−3.2%	+4.0%	+4.7%	+16.9%	new	−12.6%	$119M

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%	$42.9B
2	AFMCX	FM Focus Equity ETFRead Desk		0.72%	0.30%	−3.2%	+4.0%	+4.7%	+16.9%	new	−12.6%	$119M

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

FMCX vs SCHB

FMCX

FM Focus Equity

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureFMCXSCHB

Fee0.72%0.03%

Cost on $10k a year$72$3

Yield0.30%1.09%

5 years, per year[…]+10.3%

3 years, per year+16.9%+21.9%

Worst drop · 1Y−12.6%−8.9%

Volatility · 1Y15.3%13.8%

5–0measures won
SCHB first

20.5%

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$92.8B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FMCX, SCHB

Today

20.5%most shared, FMCX and SCHB

FMCXSCHB

FMCX—20.5%

SCHB20.5%—

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

FMCX$30 − $72 = −$42

KeptFee

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