GSLC vs SCHV

AGSLC

BSCHV

Measures won2–4SCHV wins · of 6 · 5Y

$10,000 · 5Y$16,868GSLC · SCHV $16,273

Lowest cost0.04%SCHV · $4 on $10k

Most income1.81%SCHV · $181 on $10k

Smallest drop−6.9%SCHV · worst fall in 1Y

Held in common37.1%GSLC and SCHV

GSLC

SCHV

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF · $14.9BSchwab U.S. Large-Cap Value ETF · $15.7B

+22.6%3 years · per year$18,441 · $18,095+21.9%

+11.0%5 years · per year$16,868 · $16,273+10.2%

0.09%Expense ratio$9 · $4 on $10k · lower wins0.04%

1.03%12-mo yield$103 · $181 on $10k1.81%

−9.5%Worst dropSmaller wins−6.9%

12.3%VolatilityLower wins11.3%

2–4SCHV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGSLC · SCHV

1.2%JPM3.0%

1.0%BRK-B3.4%

0.9%WMT1.9%

0.9%JNJ2.1%

Held in common37.1%

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	AGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk		0.09%	1.03%	+0.3%	+9.8%	+10.4%	+22.6%	+11.0%	−9.5%	$14.9B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.81%	−0.3%	+18.4%	+22.0%	+21.9%	+10.2%	−6.9%	$15.7B

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	AGSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFRead Desk		0.09%	1.03%	+0.3%	+9.8%	+10.4%	+22.6%	+11.0%	−9.5%	$14.9B
2	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.81%	−0.3%	+18.4%	+22.0%	+21.9%	+10.2%	−6.9%	$15.7B

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

GSLC vs SCHV

GSLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity

$16,868

SCHV

Schwab U.S. Large-Cap Value

$16,273

MeasureGSLCSCHV

Fee0.09%0.04%

Cost on $10k a year$9$4

Yield1.03%1.81%

5 years, per year+11.0%+10.2%

3 years, per year+22.6%+21.9%

Worst drop · 1Y−9.5%−6.9%

Volatility · 1Y12.3%11.3%

4–2measures won
SCHV first

37.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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: GSLC, SCHV

Today

37.1%most shared, GSLC and SCHV

GSLCSCHV

GSLC—37.1%

SCHV37.1%—

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

Income After Fees on $10,000

$177most kept, SCHV

SCHV$181 − $4 = $177

GSLC$103 − $9 = $94

KeptFee

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