FNDA vs EUSA

AFNDA

BEUSA

Measures won0–5EUSA wins · of 6 · 5Y

$10,000 · 5Y$13,903FNDA · EUSA $13,877

Lowest cost0.09%EUSA · $9 on $10k

Most income1.42%EUSA · $142 on $10k

Smallest drop−7.8%EUSA · worst fall in 1Y

Held in common6.9%FNDA and EUSA

FNDA

EUSA

Schwab Fundamental U.S. Small Company Index ETF · $8.8BiShares MSCI USA Equal Weighted ETF · $1.8B

+17.2%3 years · per year$16,098 · $16,448+18.0%

+6.8%5 years · per year$13,903 · $13,877+6.8%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

1.25%12-mo yield$125 · $142 on $10k1.42%

−9.4%Worst dropSmaller wins−7.8%

16.0%VolatilityLower wins12.3%

0–5EUSA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · EUSA

0.4%VEEV0.3%

0.3%SN0.2%

0.2%PTC0.3%

0.3%VRSN0.2%

Held in common6.9%

End-of-day Nov 6, 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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B
2	BEUSA	iShares MSCI USA Equal Weighted ETFRead Desk		0.09%	1.42%	−0.2%	+10.7%	+12.9%	+18.0%	+6.8%	−7.8%	$1.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B
2	BEUSA	iShares MSCI USA Equal Weighted ETFRead Desk		0.09%	1.42%	−0.2%	+10.7%	+12.9%	+18.0%	+6.8%	−7.8%	$1.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNDA vs EUSA

FNDA

Schwab Fundamental U.S. Small Company Index

$13,903

EUSA

iShares MSCI USA Equal Weighted

$13,877

MeasureFNDAEUSA

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield1.25%1.42%

5 years, per year+6.8%+6.8%

3 years, per year+17.2%+18.0%

Worst drop · 1Y−9.4%−7.8%

Volatility · 1Y16.0%12.3%

5–0measures won
EUSA first

6.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FNDA, EUSA

Today

6.9%most shared, FNDA and EUSA

FNDAEUSA

FNDA—6.9%

EUSA6.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$133most kept, EUSA

EUSA$142 − $9 = $133

FNDA$125 − $25 = $100

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee