LCDS vs SCHB

ALCDS

BSCHB

Measures won1–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,377SCHB · VUG $16,124

Lowest cost0.03%SCHB · $3 on $10k

Most income1.09%SCHB · $109 on $10k

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

Held in common52.3%LCDS and SCHB

LCDS

SCHB

JPMorgan Fundamental Data Science Large Core ETF · $17MSchwab U.S. Broad Market ETF · $42.9B

[…]3 years · per year[…] · $17,991+21.6%

[…]5 years · per year[…] · $16,377+10.4%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

0.89%12-mo yield$89 · $109 on $10k1.09%

−9.1%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.8%

1–3SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLCDS · SCHB

8.0%AAPL7.1%

7.6%NVDA6.2%

7.1%MSFT5.6%

4.6%AMZN3.6%

Held in common52.3%

End-of-day Nov 6, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ALCDS	JPMorgan Fundamental Data Science Large Core ETFRead Desk	0.30%	0.89%	−4.3%	+9.1%	+10.7%	new	new	−9.1%	$17M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ALCDS	JPMorgan Fundamental Data Science Large Core ETFRead Desk	0.30%	0.89%	−4.3%	+9.1%	+10.7%	new	new	−9.1%	$17M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LCDS vs SCHB

LCDS

JPMorgan Fundamental Data Science Large Core

[…]

SCHB

Schwab U.S. Broad Market

$16,377

MeasureLCDSSCHB

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield0.89%1.09%

5 years, per year[…]+10.4%

3 years, per year[…]+21.6%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.1%13.8%

3–1measures won
SCHB first

52.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: LCDS, SCHB, VUG

Today

52.3%most shared, LCDS and SCHB

LCDSSCHBVUG

LCDS—52.3%48.5%

SCHB52.3%—50.0%

VUG48.5%50.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, SCHB

SCHB$109 − $3 = $106

LCDS$89 − $30 = $59

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee