IGE vs SCHB

AIGE

BSCHB

Measures won2–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$22,433IGE · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.91%IGE · $191 on $10k

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

Held in common4.6%IGE and SCHB

IGE

SCHB

iShares North American Natural Resources ETF · $797MSchwab U.S. Broad Market ETF · $44.9B

+19.3%3 years · per year$16,978 · $19,056+24.0%

+17.5%5 years · per year$22,433 · $17,270+11.5%

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

1.91%12-mo yield$191 · $104 on $10k1.04%

−11.5%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins13.1%

2–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGE · SCHB

11.1%XOM1.0%

10.9%CVX0.6%

4.3%COP0.2%

3.0%MPC0.2%

Held in common4.6%

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

Both

5Y2 funds

#			Trend
1	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.91%	−2.1%	+27.2%	+34.9%	+19.3%	+17.5%	−11.5%	$797M
2	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

Both

5Y2 funds

#			Trend
1	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.91%	−2.1%	+27.2%	+34.9%	+19.3%	+17.5%	−11.5%	$797M
2	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

IGE vs SCHB

IGE

iShares North American Natural Resources

$22,433

SCHB

Schwab U.S. Broad Market

$17,270

MeasureIGESCHB

Fee0.37%0.03%

Cost on $10k a year$37$3

Yield1.91%1.04%

5 years, per year+17.5%+11.5%

3 years, per year+19.3%+24.0%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y17.4%13.1%

4–2measures won
SCHB first

4.6%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IGE, SCHB

Today

4.6%most shared, IGE and SCHB

IGESCHB

IGE—4.6%

SCHB4.6%—

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

Income After Fees on $10,000

$154most kept, IGE

IGE$191 − $37 = $154

SCHB$104 − $3 = $101

KeptFee

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