FNDA vs SCHB

AFNDA

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · VUG $17,153

Lowest cost0.03%SCHB · $3 on $10k

Most income1.20%FNDA · $120 on $10k

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

Held in common6.7%FNDA and SCHB

FNDA

SCHB

Schwab Fundamental U.S. Small Company Index ETF · $9.1BSchwab U.S. Broad Market ETF · $44.9B

+19.1%3 years · per year$16,896 · $19,056+24.0%

+7.9%5 years · per year$14,615 · $17,270+11.5%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

1.20%12-mo yield$120 · $104 on $10k1.04%

−9.4%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.1%

1–5SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNDA · SCHB

0.2%CRWD0.3%

0.1%PLTR0.6%

0.1%SNOW0.1%

0.3%DASH0.1%

Held in common6.7%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

End-of-day Nov 4, 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%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

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

FNDA vs SCHB

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

SCHB

Schwab U.S. Broad Market

$17,270

MeasureFNDASCHB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.20%1.04%

5 years, per year+7.9%+11.5%

3 years, per year+19.1%+24.0%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.7%13.1%

5–1measures won
SCHB first

6.7%

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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

Overlap: FNDA, SCHB, VUG

Today

50.5%most shared, SCHB and VUG

FNDASCHBVUG

FNDA—6.7%2.8%

SCHB6.7%—50.5%

VUG2.8%50.5%—

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

FNDA$120 − $25 = $95

VUG$40 − $3 = $37

KeptFee

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