IUS vs SCHB

AIUS

BSCHB

Measures won5–1IUS wins · of 6 · 5Y

$10,000 · 5Y$20,206IUS · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.20%IUS · $120 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common58.8%IUS and SCHB

IUS

SCHB

Invesco RAFI Strategic US ETF · $1.0BSchwab U.S. Broad Market ETF · $44.9B

+24.8%3 years · per year$19,448 · $19,056+24.0%

+15.1%5 years · per year$20,206 · $17,270+11.5%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.20%12-mo yield$120 · $104 on $10k1.04%

−6.1%Worst dropSmaller wins−8.9%

10.4%VolatilityLower wins13.1%

5–1IUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUS · SCHB

4.2%AAPL6.6%

4.1%MSFT5.3%

2.6%AMZN3.4%

2.8%GOOGL2.2%

Held in common58.8%

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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.20%	+2.1%	+26.5%	+29.5%	+24.8%	+15.1%	−6.1%	$1.0B
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

IUS vs SCHB

IUS

Invesco RAFI Strategic US

$20,206

SCHB

Schwab U.S. Broad Market

$17,270

MeasureIUSSCHB

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.20%1.04%

5 years, per year+15.1%+11.5%

3 years, per year+24.8%+24.0%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y10.4%13.1%

5–1measures won
IUS first

58.8%

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: IUS, SCHB

Today

58.8%most shared, IUS and SCHB

IUSSCHB

IUS—58.8%

SCHB58.8%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

IUS$120 − $19 = $101

KeptFee

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