FNDB vs SCHB

AFNDB

BSCHB

Measures won5–1FNDB wins · of 6 · 5Y

$10,000 · 5Y$18,262FNDB · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income1.44%FNDB · $144 on $10k

Smallest drop−6.3%FNDB · worst fall in 1Y

Held in common65.3%FNDB and SCHB

FNDB

SCHB

Schwab Fundamental U.S. Broad Market Index ETF · $1.5BSchwab U.S. Broad Market ETF · $44.9B

+22.7%3 years · per year$18,467 · $18,100+21.9%

+12.8%5 years · per year$18,262 · $16,348+10.3%

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

1.44%12-mo yield$144 · $109 on $10k1.09%

−6.3%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.8%

5–1FNDB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDB · SCHB

4.6%AAPL6.9%

3.1%MSFT5.6%

1.8%AMZN3.5%

1.7%BRK-B1.5%

Held in common65.3%

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.44%	−3.0%	+19.2%	+23.8%	+22.7%	+12.8%	−6.3%	$1.5B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.44%	−3.0%	+19.2%	+23.8%	+22.7%	+12.8%	−6.3%	$1.5B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B

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

FNDB vs SCHB

FNDB

Schwab Fundamental U.S. Broad Market Index

$18,262

SCHB

Schwab U.S. Broad Market

$16,348

MeasureFNDBSCHB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.44%1.09%

5 years, per year+12.8%+10.3%

3 years, per year+22.7%+21.9%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.7%13.8%

5–1measures won
FNDB first

65.3%

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$97.0B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FNDB, SCHB

Today

65.3%most shared, FNDB and SCHB

FNDBSCHB

FNDB—65.3%

SCHB65.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, FNDB

FNDB$144 − $25 = $119

SCHB$109 − $3 = $106

KeptFee

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