IVVM vs SCHB

AIVVM

BSCHB

Measures won2–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,348SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%IVVM and SCHB

IVVM

SCHB

iShares Large Cap Moderate Quarterly Laddered ETF · $199MSchwab U.S. Broad Market ETF · $44.9B

+14.7%3 years · per year$15,078 · $18,100+21.9%

[…]5 years · per year[…] · $16,348+10.3%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $109 on $10k1.09%

−5.3%Worst dropSmaller wins−8.9%

8.0%VolatilityLower wins13.8%

2–3SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVM · SCHB

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk		0.53%	0.64%	−2.7%	+6.1%	+7.8%	+14.7%	new	−5.3%	$199M

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

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	−4.3%	+8.4%	+9.8%	+21.9%	+10.3%	−8.9%	$44.9B
2	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk		0.53%	0.64%	−2.7%	+6.1%	+7.8%	+14.7%	new	−5.3%	$199M

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

Cards for this view

IVVM vs SCHB

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

SCHB

Schwab U.S. Broad Market

$16,348

MeasureIVVMSCHB

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield0.64%1.09%

5 years, per year[…]+10.3%

3 years, per year+14.7%+21.9%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y8.0%13.8%

3–2measures won
SCHB first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVVM, SCHB

Today

0.0%most shared, IVVM and SCHB

IVVMSCHB

IVVM—0.0%

SCHB0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

IVVM$64 − $53 = $11

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee