FTXG vs SCHB

AFTXG

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,894SCHB · FTXG $10,369

Lowest cost0.03%SCHB · $3 on $10k

Most income2.40%FTXG · $240 on $10k

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

Held in common1.4%FTXG and SCHB

FTXG

SCHB

First Trust Nasdaq Food & Beverage ETF · $33MSchwab U.S. Broad Market ETF · $44.0B

+3.6%3 years · per year$11,119 · $18,993+23.8%

+0.7%5 years · per year$10,369 · $16,894+11.1%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

2.40%12-mo yield$240 · $106 on $10k1.06%

−11.0%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.1%

1–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXG · SCHB

8.8%KO0.5%

8.2%PEP0.3%

8.7%MDLZ0.1%

4.3%MNST0.1%

Held in common1.4%

End-of-day Nov 3, 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%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.40%	−2.2%	+10.4%	+11.8%	+3.6%	+0.7%	−11.0%	$33M

End-of-day Nov 3, 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%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.40%	−2.2%	+10.4%	+11.8%	+3.6%	+0.7%	−11.0%	$33M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTXG vs SCHB

FTXG

First Trust Nasdaq Food & Beverage

$10,369

SCHB

Schwab U.S. Broad Market

$16,894

MeasureFTXGSCHB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield2.40%1.06%

5 years, per year+0.7%+11.1%

3 years, per year+3.6%+23.8%

Worst drop · 1Y−11.0%−8.9%

Volatility · 1Y15.3%13.1%

5–1measures won
SCHB first

1.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FTXG, SCHB

Today

1.4%most shared, FTXG and SCHB

FTXGSCHB

FTXG—1.4%

SCHB1.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, FTXG

FTXG$240 − $60 = $180

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee