FNDX vs SCHB

AFNDX

BSCHB

Measures won5–1FNDX wins · of 6 · 5Y

$10,000 · 5Y$18,636FNDX · SCHB $16,348

Lowest cost0.03%SCHB · $3 on $10k

Most income1.46%FNDX · $146 on $10k

Smallest drop−6.0%FNDX · worst fall in 1Y

Held in common63.1%FNDX and SCHB

FNDX

SCHB

Schwab Fundamental U.S. Large Company ETF · $28.1BSchwab U.S. Broad Market ETF · $42.9B

+23.2%3 years · per year$18,679 · $18,100+21.9%

+13.3%5 years · per year$18,636 · $16,348+10.3%

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

1.46%12-mo yield$146 · $109 on $10k1.09%

−6.0%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.8%

5–1FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · SCHB

4.8%AAPL6.9%

3.3%MSFT5.6%

2.0%AMZN3.5%

1.5%META1.9%

Held in common63.1%

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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.46%	−2.9%	+19.9%	+24.3%	+23.2%	+13.3%	−6.0%	$28.1B
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%	$42.9B

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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.46%	−2.9%	+19.9%	+24.3%	+23.2%	+13.3%	−6.0%	$28.1B
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%	$42.9B

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

FNDX vs SCHB

FNDX

Schwab Fundamental U.S. Large Company

$18,636

SCHB

Schwab U.S. Broad Market

$16,348

MeasureFNDXSCHB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.46%1.09%

5 years, per year+13.3%+10.3%

3 years, per year+23.2%+21.9%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y10.4%13.8%

5–1measures won
FNDX first

63.1%

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: FNDX, SCHB

Today

63.1%most shared, FNDX and SCHB

FNDXSCHB

FNDX—63.1%

SCHB63.1%—

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

Income After Fees on $10,000

$121most kept, FNDX

FNDX$146 − $25 = $121

SCHB$109 − $3 = $106

KeptFee

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