IAI vs SCHB

AIAI

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IAI $17,874

Lowest cost0.03%SCHB · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · 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 · $44.9B

+30.6%3 years · per year$22,270 · $19,056+24.0%

+12.3%5 years · per year$17,874 · $17,270+11.5%

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

1.14%12-mo yield$114 · $104 on $10k1.04%

−16.5%Worst dropSmaller wins−8.9%

20.8%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIAI · SCHB

17.7%GS0.4%

15.1%MS0.3%

8.5%SCHW0.2%

5.3%SPGI0.2%

Held in common2.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk	0.37%	1.14%	+3.5%	+4.6%	+7.5%	+30.6%	+12.3%	−16.5%	$1.3B
3	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk	0.37%	1.14%	+3.5%	+4.6%	+7.5%	+30.6%	+12.3%	−16.5%	$1.3B
3	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B

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

IAI vs SCHB

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$17,874

SCHB

Schwab U.S. Broad Market

$17,270

MeasureIAISCHB

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.14%1.04%

5 years, per year+12.3%+11.5%

3 years, per year+30.6%+24.0%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y20.8%13.1%

3–3measures won
level

2.0%

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$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IAI, SCHB, VTV

Today

39.1%most shared, SCHB and VTV

IAISCHBVTV

IAI—2.0%3.9%

SCHB2.0%—39.1%

VTV3.9%39.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SCHB$104 − $3 = $101

IAI$114 − $37 = $77

KeptFee

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