FPX vs SCHB

AFPX

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common4.1%FPX and SCHB

FPX

SCHB

First Trust US Equity Opportunities ETF · $1.3BSchwab U.S. Broad Market ETF · $42.9B

+27.7%3 years · per year$20,843 · $17,991+21.6%

+4.6%5 years · per year$12,520 · $16,377+10.4%

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

0.20%12-mo yield$20 · $109 on $10k1.09%

−23.6%Worst dropSmaller wins−8.9%

27.1%VolatilityLower wins13.8%

1–5SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPX · SCHB

9.7%LLY1.5%

2.0%GS0.4%

6.9%GEV0.3%

8.4%SPCX0.2%

Held in common4.1%

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

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFPX	First Trust US Equity Opportunities ETFRead Desk	0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B

End-of-day Nov 6, 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%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFPX	First Trust US Equity Opportunities ETFRead Desk	0.57%	0.20%	+1.8%	−1.9%	−3.0%	+27.7%	+4.6%	−23.6%	$1.3B

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

FPX vs SCHB

FPX

First Trust US Equity Opportunities

$12,520

SCHB

Schwab U.S. Broad Market

$16,377

MeasureFPXSCHB

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.20%1.09%

5 years, per year+4.6%+10.4%

3 years, per year+27.7%+21.6%

Worst drop · 1Y−23.6%−8.9%

Volatility · 1Y27.1%13.8%

5–1measures won
SCHB first

4.1%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: FPX, SCHB, VUG

Today

50.0%most shared, SCHB and VUG

FPXSCHBVUG

FPX—4.1%5.6%

SCHB4.1%—50.0%

VUG5.6%50.0%—

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

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

VUG$42 − $3 = $39

FPX$20 − $57 = −$37

KeptFee

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