FPX vs SCHB

AFPX

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · FPX $13,390

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common4.3%FPX and SCHB

FPX

SCHB

First Trust US Equity Opportunities ETF · $1.3BSchwab U.S. Broad Market ETF · $44.0B

+30.4%3 years · per year$22,148 · $19,056+24.0%

+6.0%5 years · per year$13,390 · $17,270+11.5%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.19%12-mo yield$19 · $104 on $10k1.04%

−18.9%Worst dropSmaller wins−8.9%

26.5%VolatilityLower wins13.1%

1–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPX · SCHB

9.2%LLY1.5%

1.9%GS0.4%

7.6%GEV0.3%

8.9%SPCX0.3%

Held in common4.3%

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

Both

5Y2 funds

#			Trend
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%	$44.0B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	−1.3%	+2.7%	−0.1%	+30.4%	+6.0%	−18.9%	$1.3B

End-of-day Nov 4, 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%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.0B
2	AFPX	First Trust US Equity Opportunities ETFRead Desk		0.57%	0.19%	−1.3%	+2.7%	−0.1%	+30.4%	+6.0%	−18.9%	$1.3B

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

FPX vs SCHB

FPX

First Trust US Equity Opportunities

$13,390

SCHB

Schwab U.S. Broad Market

$17,270

MeasureFPXSCHB

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.19%1.04%

5 years, per year+6.0%+11.5%

3 years, per year+30.4%+24.0%

Worst drop · 1Y−18.9%−8.9%

Volatility · 1Y26.5%13.1%

5–1measures won
SCHB first

4.3%

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$95.4B

1–0VTI wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FPX, SCHB

Today

4.3%most shared, FPX and SCHB

FPXSCHB

FPX—4.3%

SCHB4.3%—

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

FPX$19 − $57 = −$38

KeptFee

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