LRGF vs SCHB

ALRGF

BSCHB

Measures won5–1LRGF wins · of 6 · 5Y

$10,000 · 5Y$19,018LRGF · SCHB $17,270

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%LRGF · $106 on $10k

Smallest drop−8.7%LRGF · worst fall in 1Y

Held in common66.1%LRGF and SCHB

LRGF

SCHB

iShares U.S. Equity Factor ETF · $3.6BSchwab U.S. Broad Market ETF · $44.0B

+24.5%3 years · per year$19,310 · $19,056+24.0%

+13.7%5 years · per year$19,018 · $17,270+11.5%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.06%12-mo yield$106 · $104 on $10k1.04%

−8.7%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.1%

5–1LRGF wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGF · SCHB

7.1%NVDA6.8%

6.9%AAPL6.6%

5.4%MSFT5.3%

3.2%AMZN3.4%

Held in common66.1%

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
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%	$44.0B

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	ALRGF	iShares U.S. Equity Factor ETFRead Desk		0.08%	1.06%	+1.4%	+13.3%	+12.4%	+24.5%	+13.7%	−8.7%	$3.6B
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%	$44.0B

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

LRGF vs SCHB

LRGF

iShares U.S. Equity Factor

$19,018

SCHB

Schwab U.S. Broad Market

$17,270

MeasureLRGFSCHB

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.06%1.04%

5 years, per year+13.7%+11.5%

3 years, per year+24.5%+24.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.9%13.1%

5–1measures won
LRGF first

66.1%

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$95.4B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: LRGF, SCHB

Today

66.1%most shared, LRGF and SCHB

LRGFSCHB

LRGF—66.1%

SCHB66.1%—

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

LRGF$106 − $8 = $98

KeptFee

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