IAI vs SCHB

AIAI

BSCHB

Measures won2–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,959IAI · SCHB $16,894

Lowest cost0.03%SCHB · $3 on $10k

Most income1.18%IAI · $118 on $10k

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

Held in common2.0%IAI and SCHB

IAI

SCHB

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BSchwab U.S. Broad Market ETF · $44.0B

+29.8%3 years · per year$21,870 · $18,993+23.8%

+11.1%5 years · per year$16,959 · $16,894+11.1%

0.37%Expense ratio$37 · $3 on $10k · lower wins0.03%

1.18%12-mo yield$118 · $106 on $10k1.06%

−16.5%Worst dropSmaller wins−8.9%

20.5%VolatilityLower wins13.1%

2–3SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · SCHB

17.9%GS0.4%

15.1%MS0.3%

5.4%SPGI0.2%

8.5%SCHW0.2%

Held in common2.0%

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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.18%	0.0%	+1.1%	+3.8%	+29.8%	+11.1%	−16.5%	$1.3B
2	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

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	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.18%	0.0%	+1.1%	+3.8%	+29.8%	+11.1%	−16.5%	$1.3B
2	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

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

IAI vs SCHB

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,959

SCHB

Schwab U.S. Broad Market

$16,894

MeasureIAISCHB

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.18%1.06%

5 years, per year+11.1%+11.1%

3 years, per year+29.8%+23.8%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y20.5%13.1%

3–2measures won
SCHB first

2.0%

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: IAI, SCHB

Today

2.0%most shared, IAI and SCHB

IAISCHB

IAI—2.0%

SCHB2.0%—

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

IAI$118 − $37 = $81

KeptFee

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